Krehbiel Financial offers comprehensive and project-based financial planning covering retirement, tax, risk management, college savings, cash flow, debt management, work benefits, and estate planning. For ongoing support, they offer continuous plan review and implementation. They also manage investment portfolios based on individual client needs and goals, primarily using passive investment strategies.
Assets Under Management$59M
Clients41
Advisors2
Avg. per Client$1.4M
Avg. per Advisor$30M
Fee Structure
Planning is included in investment management
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.
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