Steven Kienzle
Steven Kienzle is a CFP-designated registered investment advisor at Kienzle Wealth Consulting LLC, based in Nokomis, FL, with 32 years of industry experience. Steven operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Retirement Planning, and 1 more.
Compensation
Firm Size
IM Fee
Fee Structure
Kienzle Wealth Consulting offers ongoing comprehensive financial planning for a tiered, negotiable fee paid quarterly in advance.
- Net Worth $0 - $2,000,000: $7,000 annually
- Net Worth $2,000,001 - $10,000,000: 0.35% annually
- Net Worth $10,000,001 - $15,000,000: 0.30% annually
- Net Worth $15,000,001 - $25,000,000: 0.25% annually
- Net Worth $25,000,001 and Above: Negotiable
The total advisory fees will not exceed 3% of the net worth per year. This service can be terminated with 5 days written notice, and the remaining quarterly fee will be prorated.
Location
Nokomis, FL
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
March 2020Employment History
Current Registrations
Kienzle Wealth Consulting LLC
Previous Registrations
Antonetti Capital Management, LLC
Fidelity Personal and Workplace Advisors
Strategic Advisers LLC
Fidelity Brokerage Services LLCBroker
PNC Securities CORPBroker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.