Megan Kiesel is a CFP-designated registered investment advisor at Livelihood LLC, based in Philadelphia, PA, with 6 years of industry experience. Megan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Education Planning, Estate Planning, and 4 more.
Compensation
Firm Size
IM Fee
Fee Structure
After a comprehensive financial plan, you can maintain a regular meeting schedule with Livelihood LLC to continually receive advice and guidance on your financial trajectory. Meetings are scheduled as needed to update your plan or coach you on cash flow and other issues.
- Comprehensive Financial Plan - $1,000 to $5,000 depending on the scope of the engagement. This involves data gathering, values and goals review, analysis, plan development, and 1-4 meetings.
- Hourly Financial Planning - $150-$250/hour, billed in fifteen-minute increments.
- Educational Seminars/Workshops - Fees range from $50-$500 for online webinars.
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.