Kiefer Financial Advising offers personalized financial planning and investment advisory services designed to help clients understand their financial situation, investment options, and long-term goals. The firm emphasizes an education-first approach, empowering clients to make informed decisions while retaining full control over their assets and accounts. Kiefer Financial Advising operates on a non-discretionary basis, meaning clients always make the final decisions and execute their own trades. Services include initial comprehensive financial plans, one-time plan revisits, and ongoing quarterly portfolio reviews with rebalancing recommendations. The firm also addresses broader financial topics such as budgeting, cash flow, debt management strategies, and retirement planning. Kiefer Financial Advising does not manage money for a percentage of portfolio assets or charge performance fees. Instead, all services are billed on a fixed-fee basis. The owner, Riley Kiefer, also works as an insurance agent through a separate family-owned agency, offering health, life, and Medicare insurance products, which creates a separate revenue stream.
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.