How does the advisor help clients – Key Takeaways:
KILEY JUERGENS WEALTH MANAGEMENT, LLC is dedicated to providing exceptional financial advice and guidance to its clients. Specializing in wealth management and financial planning, the experienced team at KILEY JUERGENS WEALTH MANAGEMENT, LLC is committed to helping clients reach their financial goals through personalized strategies and customized solutions.
Facts and Insights
KILEY JUERGENS WEALTH MANAGEMENT, LLC was founded in 2008 and has since grown to manage over $100 million in assets. The firm’s team consists of 5 advisors who have a combined experience of over 50 years in the financial industry. The firm is registered as an investment advisor with the Securities and Exchange Commission (SEC).
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $100 million | 5 | 13 years |
Financial Services Offered
KILEY JUERGENS WEALTH MANAGEMENT, LLC offers a wide range of financial services to meet the diverse needs of its clients. These services include but are not limited to:
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Insurance planning
Client Types
KILEY JUERGENS WEALTH MANAGEMENT, LLC works with a variety of clients, including individuals, families, and small businesses. The firm also serves as a trusted partner to other financial professionals, collaborating with accountants and attorneys to provide comprehensive financial solutions to their mutual clients.
Fees & Compensation
KILEY JUERGENS WEALTH MANAGEMENT, LLC believes in being transparent about its fees and compensation structure. The firm charges a percentage of assets under management as its fee, with rates varying depending on the level of assets being managed. The firm may also receive compensation from the products and services it recommends to clients, but always strives to act in the best interest of its clients.
Background
The founder and president of KILEY JUERGENS WEALTH MANAGEMENT, LLC, Kiley Juergens, has over 30 years of experience in the financial industry. After working with large financial institutions, Kiley saw the need for a more personalized and comprehensive approach to financial planning and opened KILEY JUERGENS WEALTH MANAGEMENT, LLC to fill that need. Today, the firm continues to uphold the values of personalized service and unbiased advice that Kiley established.
Financial Advisor Disclosures to Know
KILEY JUERGENS WEALTH MANAGEMENT, LLC is committed to full transparency and adheres to all regulations and disclosures required by the SEC. As such, the firm has a Form ADV available for clients and potential clients to review, which outlines important information such as services offered, fees, and potential conflicts of interest. Additionally, the firm has a fiduciary duty to act in the best interest of its clients at all times.