Jedidiah Kinderknecht is a PFS-designated registered investment advisor at Concordia Wealth Planning, LLC, based in Powell, OH, with 3 years of industry experience. Jedidiah 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 63 clients with $48M 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 $250K | 1.50% |
| $250K - $500K | 1.20% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $3.0M | 0.80% |
| $3.0M - $4.0M | 0.70% |
| $4.0M - $5.0M | 0.60% |
| $5.0M - $10.0M | 0.40% |
| $10M+ | 0.30% |
Fees may be negotiable on a client-by-client basis.
Fee Estimator
Location
Powell, OH
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Jedidiah is the owner and president of a CPA firm since 2014, focusing on tax preparation and planning. This activity takes up a full-time commitment.
Employment History
Current Registrations
Concordia Wealth Planning, LLC
State Registrations1 state
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