Kienzle Wealth Consulting provides financial planning services to individuals and high net-worth individuals. These services cover retirement planning, risk management, college savings, cash flow, debt management, work benefits, and estate and incapacity planning. KWC offers ongoing comprehensive financial planning for a fixed monthly fee and hourly financial planning at $500/hour.
Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Kienzle Wealth Consulting offers ongoing comprehensive financial planning for a tiered, negotiable fee paid quarterly in advance.
- Net Worth $0 - $2,000,000: $7,000 annually
- Net Worth $2,000,001 - $10,000,000: 0.35% annually
- Net Worth $10,000,001 - $15,000,000: 0.30% annually
- Net Worth $15,000,001 - $25,000,000: 0.25% annually
- Net Worth $25,000,001 and Above: Negotiable
The total advisory fees will not exceed 3% of the net worth per year. This service can be terminated with 5 days written notice, and the remaining quarterly fee will be prorated.
Annual Retainer:From $7,000/year
Hourly Rate:$500/hr
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