How does the advisor help clients – Key Takeaways:
KIENZLE WEALTH CONSULTING LLC is a trusted financial advisory firm that provides expert services to clients in need of personalized and professional financial guidance. With a strong dedication to client satisfaction and a deep understanding of the industry, the advisors at KIENZLE WEALTH CONSULTING LLC are able to assist clients in achieving their financial goals and securing their financial future.
Facts and Insights
Here are some key insights and facts about KIENZLE WEALTH CONSULTING LLC:
- Assets Under Management: $100 million
- Number of Advisors: 6
- Time in Business: Over 15 years
Financial Services Offered
KIENZLE WEALTH CONSULTING LLC offers a wide range of financial services to address the diverse needs of their clients. These services include:
- Retirement planning
- Investment management
- Tax planning
- Estate planning
- Insurance planning
Client Types
KIENZLE WEALTH CONSULTING LLC works with a variety of clients, including:
- Individuals
- Families
- Small business owners
- High net-worth individuals
Fees & Compensation
As a fee-only firm, KIENZLE WEALTH CONSULTING LLC does not earn any commissions or third-party fees from the recommendations they make to clients. Instead, they charge a percentage of the assets under management as their fee. This ensures that their advice is always in the client’s best interest and not influenced by outside parties.
Background
KIENZLE WEALTH CONSULTING LLC was founded by John Kienzle, a financial expert with over 20 years of experience in the industry. With a strong commitment to ethical and transparent practices, John has built a team of highly qualified advisors who share his values and dedication to helping clients achieve financial success.
Financial Advisor Disclosures to Know
As a registered investment advisor, KIENZLE WEALTH CONSULTING LLC is required to disclose certain information to their clients and the public. This includes any potential conflicts of interest, legal or disciplinary events, and any affiliations with other financial firms. Clients can access this information on the firm’s Form ADV, which is filed with the Securities and Exchange Commission.