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
- Phone
- (321) 222-0890
Other planners in Satellite Beach that publish fees
- Eppes Wealth ManagementSatellite Beach$300/hr, $100-$10,000
- Kaul Financial SolutionsSatellite Beach$250/hr
- Laughna Financial Planning LLCSatellite Beach$350/hr, $2,500
- 22 Seven Wealth Management IncPanama City$150/hr, $500-$2,500
- 365Sundays Wealth LLCLake Mary$5,000-$15,500, $5,000/yr
- 4 VerticalRiverview$250/hr
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.