Cindy Kleiner is a CFP-designated registered investment advisor at Guiding Financial, LLC, based in Eugene, OR, with 9 years of industry experience. Cindy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Financial Planning & Coaching, Investment Management, Middle Income, and 3 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.50% |
Fee includes the 0.35% fee paid to the third-party investment advisor.
Fee Estimator
Contact
Cindy Kleiner
Location
Eugene, OR
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Cindy owns McKenzie General Store, LLC, a store and restaurant, since 2016, dedicating about half of her time to compliance, finance, HR, and operations. She also works as an administrative assistant for Harry Kleiner DO PC, a physician firm, since 2017, spending about a third of her time there.
Employment History
Current Registrations
Guiding Financial, LLC
Previous Registrations
Physician Family Financial Advisors INC
State Registrations1 state
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