John Krehbiel is a CFP-designated registered investment advisor at Krehbiel Financial LLC, based in Satellite Beach, FL, with 7 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Gen X, and 4 more. Their firm serves 41 clients with $59M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Krehbiel Financial offers investment management as part of their ongoing financial planning service. The annual fee for this service is equal to the Comprehensive Financial Plan fee, paid quarterly or monthly, with a minimum of $750 per quarter and a maximum of $2,500 per quarter. This fee may be negotiable.
Contact
John Krehbiel
Location
476 Highway A1A, Suite 8A, Satellite Beach, FL, 32937
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Krehbiel Financial LLC
State Registrations2 states
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