Krehbiel Financial LLC fees and pricing

Financial planner in Satellite Beach, Florida. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated February 13, 2026, Krehbiel Financial LLC charges a flat or project fee of $300 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed February 13, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee
$300
“Project based financial planning is offered at a fixed fee of $300 for the initial meeting (typically 1.5 hours), and then via a subsequently negotiated fee based on complexity.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Krehbiel Financial LLC bills

Payment and refund terms, quoted from the fee section of the brochure.

  • “This fee is ½ payable upfront, and ½ at completion of the plan or 4 months, whichever is sooner.”
  • “The fee may be negotiable in certain cases.”
  • “Upon termination of any account, the fee will be prorated and any unearned fee will be refunded to the client.”

How Krehbiel Financial LLC’s fees compare

  • Its flat or project fee of $300 is below the Florida median of $4,900. 1% of the 320 other Florida planners that publish a flat or project fee charge less.
  • None of the 2 other planners in Satellite Beach that publish a flat or project fee charge less.

About Krehbiel Financial LLC

  • Principal: Edward Krehbiel
  • Firm size: 2 employees.
  • Credentials named in the brochure: CFP®.
  • Registered as an adviser: 2018 (8 years).

Planning areas mentioned in the brochure

  • Retirement planning
  • Tax planning
  • Estate planning
  • College planning
  • Business owners
  • Cash flow and budgeting

Firm details from Form ADV

How the firm is paid
Hourly fees, fixed or flat fees, percentage of assets under management
Charges a % of assets
Yes
Highest asset based fee in brochure
1% a year
Minimum
$750 minimum fee (stated in brochure)
Clients
41
Employees
2
Works with
Individuals and high net worth individuals
Services reported to regulators
Financial planning and portfolio management for individuals and small businesses
Assets managed
$59,082,193
Registered with
State securities regulators
Disciplinary disclosures
None reported
SEC CRD number
293931
Website
twitter.com/JohnKrehbiel6 (opens in new tab)
Phone
(321) 222-0890

Other planners in Satellite Beach that publish fees

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