Jason Hoeltzel is a CFP-designated registered investment advisor at Kissling Financial Services, LLC, based in New Castle, PA, with 14 years of industry experience. Jason 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, Investment Management, and 2 more. Their firm serves 786 clients with $110M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Kissling Financial Services charges an annual management fee based on the value of your portfolio, paid quarterly in advance. The fee can be up to 2.0% per year, depending on the investment strategy and the size of your account. The fee may be negotiable. If you also use Kissling for financial planning, you won't be charged an hourly fee for the assets included in the financial planning advice.
Location
5117 Erie Street, New Castle, PA, 16102
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Kissling Financial Services, LLC
Previous Registrations
Foundations Investment Advisors LLC
Prudential Financial Planning Services
Pruco Securities, LLC.Broker
Park Avenue Securities LLCBroker
PFS Investments INC.Broker
Ladenburg Capital Management INC.Broker
Ladenburg Capital Management INC.Broker
Ladenburg, Thalmann & CO., INC.Broker
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.