Kreiner Financial Wealth Management, Inc. fees and pricing
Financial planner in Spring Grove, Pennsylvania. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated August 21, 2026, Kreiner Financial Wealth Management, Inc. charges $120 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed August 21, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $120/hr
“The hourly fee for Financial Planning Services is offered based on an hourly fee of $120 per hour, with a one hour minimum.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Kreiner Financial Wealth Management, Inc. bills
Payment and refund terms, quoted from the fee section of the brochure.
- “The fee will be disclosed to the Client in the Investment Advisory Agreement and are negotiable.”
- “Fees are assessed quarterly in arrears based on the amount of the assets managed as of the end of the previous quarter and will take into account additions and withdrawals in the time period.”
- “For terminations after the initial five business days, GI will be entitled to a pro-rata fee for the days service was provided in the final quarter.”
How Kreiner Financial Wealth Management, Inc.’s fees compare
- Its hourly rate of $120 is below the Pennsylvania median of $250. 4% of the 267 other Pennsylvania planners that publish an hourly rate charge less.
About Kreiner Financial Wealth Management, Inc.
- Solo practice: one person runs the firm, so you work directly with the planner.
- Registered as an adviser: 2018 (8 years).
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
- 3% a year
- Employees
- 1
- Services reported to regulators
- Financial planning, selecting other advisers, and educational seminars and workshops
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 292878
- Phone
- (717) 225-3445
Other planners in Pennsylvania that publish fees
- 100 Plus PlanningCenter Valley$1,000-$6,000
- 10TH Street CapitalPhiladelphia$300/hr, $3,000-$20,000
- 2ND Story Wealth PlannersPlymouth Meeting$400/hr, $3,000-$6,000
- 80 West Asset Management, LLCPittsburgh$250/hr, $2,000/yr
- A Better Way Financial, LLCAllentown$500-$2,399/yr
- A. Neff Associates LLCPittsburgh$150/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.