Jonathan Kiehl
Advisor at Evenkiehl, 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.
Advisor at Evenkiehl, 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.
Jonathan Kiehl is a CFP®-certified financial advisor with seven years of industry experience. He is the principal of Evenkiehl, LLC, an independent investment advisory firm, and previously worked at Stewardship Advisors, LLC and Rolex Watch, USA. In addition to his advisory role, he serves as an adjunct professor teaching core classes in the Master of Finance program at Elizabethtown College. Evenkiehl, LLC provides discretionary portfolio management and financial planning to individuals, high-net-worth clients, and charitable organizations. The firm primarily uses passive investment strategies with low turnover and tax-awareness, offering comprehensive financial planning without additional fees for clients with $350,000 or more under management.
Based on Evenkiehl, LLC
Limited Scope Financial Planning: $2,500 - $4,500, negotiable based on complexity and client needs
$0 - $1,000,000: 1.00% $1,000,001+: Negotiable
Ongoing Comprehensive Financial Planning: $500 - $1,000 upfront plus $208 - $375 per month or $625 - $1,125 per quarter, fees based on complexity and client needs
Lancaster, PA
Pennsylvania
Elizabethtown College
2025 - Present (1 year)
Evenkiehl, LLC
2021 - Present (5 years)
Stewardship Advisors, LLC
2018 - 2021 (3 years)
Rolex Watch, USA
2007 - 2018 (11 years)
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