Kevin Schiedel is a registered investment advisor at Simplified Retirement, based in Charlottesville, VA, with 2 years of industry experience. Kevin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Retirement Planning. Their firm serves 1 clients.
Compensation
Firm Size
IM Fee
Fee Structure
Simplified Retirement offers ongoing consultation services for $250 every six months. This fee can be negotiated based on the complexity and scope of work.
Simplified Retirement offers financial planning services for a flat fee of $250, due upon delivery and presentation of the financial plan.
Location
Charlottesville, VA
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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.
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Kevin works full-time as a school psychologist with Greene County Public Schools since July 2021. This role is not investment-related and involves special education duties.
Employment History
Current Registrations
Simplified Retirement
State Registrations1 state
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.