Megan Kiesel is a CFP-designated registered investment advisor at Livelihood LLC, based in Philadelphia, PA, with 7 years of industry experience. Megan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more.
Compensation
Firm Size
IM Fee
Fee Structure
Livelihood offers ongoing financial planning engagements following an initial comprehensive planning project. These ongoing engagements allow clients to maintain a regular meeting schedule to continually receive advice, update their financial plan, and get coaching on cash flow and other financial issues. Fees for ongoing planning are determined on a case-by-case basis within the firm's standard project or hourly rate structure.
- Comprehensive financial planning projects — typically range from $1,800 to $5,500 depending on the complexity of your situation, taking place over several months to review your entire financial trajectory
- Hourly financial planning — $100 to $400 per hour, billed in fifteen-minute increments for flexible, targeted advice
- Public educational webinars and workshops — $50 to $500 per event
Contact
Megan Kiesel
Location
Philadelphia, PA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Livelihood LLC
State Registrations3 states
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Additional Information
I’ve spent the last decade working in consumer finance as a project manager and division director, developing and delivering programs to help families better manage their money, pay off debt, build assets, and plan for college costs and student loan repayment. As a trained social worker, I take a holistic and values-based approach to financial planning where I seek to align your resources with your vision for an ideal life. This can be especially helpful for couples seeking harmony as they pursue shared financial goals. I believe that how you use your resources on a daily basis makes a big difference in your long-term financial stability, so I seek to help clients make intentional choices about spending, saving, and debt that will give them peace of mind.
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