John Kiepe is a CFA-designated registered investment advisor at Kiepe Wealth Management, based in Spokane, WA, with 5 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 3 clients with $40K in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.5M | 0.80% |
| $2.5M - $5.0M | 0.70% |
| $5M+ | 0.60% |
Fees are negotiable.
Fee Estimator
Location
502 W Riverside Ave, Suite 201, Spokane, WA, 99201
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
John is an Investment Adviser Representative with Fellowship Financial Planning, dedicating about 10-20% of his time to transitioning clients. He also owns Kiepe Tax Services, an income tax preparation and consulting practice, taking about a quarter of his time, and is an Adjunct Professor at Whitworth University, dedicating a few hours per week.
Employment History
Current Registrations
Kiepe Wealth Management
Fellowship Financial Planning
Previous Registrations
Financial Advocates Investment Management
Cuso Financial Services, L.P.
Cuso Financial Services, L.P.Broker
State Registrations2 states
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.