Advisor at Guiding Financial, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Guiding Financial, LLC
Location
Eugene, OR
Credentials
CFP®, Series 65
Industry experience
9 years
Cindy Kleiner is a CFP® with nine years of experience in financial advising. She has been with Guiding Financial, LLC since 2017 and previously worked at Physicians Family Financial Advisors, Inc. from 2015 to 2017. Outside of advising, she owns and manages the McKenzie General Store, a combined store and restaurant, and also works as an administrative assistant at a physician firm. Guiding Financial provides individualized financial planning and coaching, primarily through a six-month comprehensive program, and offers ongoing investment management by coordinating with third-party managers. The firm serves individual clients and employer plan sponsors, focusing on low-fee, tax-advantaged passive strategies and is notable for its specialized retirement plan services.
Based on Guiding Financial, LLC
Foundation Financial Planning fees of $3,000-$6,000 paid over 5 months; Annual Financial Planning, Coaching, and Counseling fees of $3,600 paid in installments.
$0 - $1,000,000: 1.00% $1,000,001 - $3,000,000: 0.75% $3,000,001 - $5,000,000: 0.50% $5,000,001+: 0.35%
$200-$250 per hour
Fee-only: Financial Planning fees range from $3,000 to $6,000 for the Foundation Financial Planning program paid over 5 months; Annual Financial Planning, Coaching, and Counseling fees at $3,600 paid monthly, quarterly, or semi-annually; Hourly consulting fees at $200-$250 per hour.
Eugene, OR
Oregon
Guiding Financial, LLC
2017 - Present (9 years)
Physicians Family Financial Advisors, Inc.
2015 - 2017 (2 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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Tailored Financial Planning
Oregon-born elder-millennial trying to help her friends, family and the GenX/Y generations at-large avoid big financial mistakes, be intentional with their money and hopefully accomplish the dual goals of sending their kids to college AND retiring before age 70. I specialize in families with one or more small businesses– a truly overwhelmed group who wants approachable advice along with accountability and support to implement their financial plan on their own time-line. No two clients are the same– that’s what makes my job fun and why I custom tailor every financial plan to fit your life. Learn more at www.tailoredfp.com!
CFA®, Series 65, Series 66
Eugene, OR
Cascadia Investment Consultants
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