Riley Kiefer is a registered investment advisor at Kiefer Financial Advising LLC, based in Ocala, FL. Riley operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Insurance Planning, Investment Management, Medicare Planning, and 1 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Kiefer Financial Advising does not manage your investments directly or take custody of your money. Instead, the firm provides ongoing non-discretionary investment recommendations and quarterly portfolio rebalancing guidance as part of an ongoing advisory relationship billed on a fixed quarterly fee ranging from $300 to $500.
Location
2143 NE 2nd St, Ocala, FL, 34470-6950
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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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Current Registrations
Kiefer Financial Advising LLC
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.
Exams
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