Karl Krehbiel is a registered investment advisor at Krehbiel Financial LLC, based in Satellite Beach, FL, with 3 years of industry experience. Karl 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, Insurance Planning, and 3 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.
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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Karl works full-time as a data scientist for Waymo LLC, an autonomous driving company, since September 2022.
Employment History
Current Registrations
Krehbiel Financial LLC
State Registrations1 state
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