Advisor at Kienzle Wealth Consulting 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
Kienzle Wealth Consulting LLC
Location
Nokomis, FL
Credentials
CFP®, Series 63, Series 66
Industry experience
32 years
Steven Kienzle is a CFP® professional with 32 years of experience in the financial services industry. He is the principal of Kienzle Wealth Consulting LLC, an independent firm he founded in 2021. Prior to this, he worked for over 25 years at Fidelity in various advisory roles. Kienzle Wealth Consulting LLC provides comprehensive financial planning to individuals and high-net-worth clients, focusing on detailed advice rather than discretionary portfolio management. The firm offers services including retirement, estate, tax strategies, and business planning, and uses a tiered flat-fee schedule rather than asset-based fees.
Based on Kienzle Wealth Consulting LLC
$0 - $2,000,000: $7,000 annual fee $2,000,001 - $10,000,000: 0.35% annually $10,000,001 - $15,000,000: 0.30% annually $15,000,001 - $25,000,000: 0.25% annually $25,000,001+: Negotiable
$500 per hour for hourly financial planning engagements
Minimum fee: $7,000 annually for net worth $0 - $2,000,000 Fee-only: Ongoing comprehensive financial planning fees as tiered above and hourly financial planning at $500 per hour
Nokomis, FL
Florida
Kienzle Wealth Consulting LLC
2021 - Present (5 years)
Antonetti Capital Management, Llc, Dba Kienzle Wealth Consulting
2020 - 2022 (2 years)
Fidelity Personal And Workplace Advisors Llc
2018 - 2020 (2 years)
Fidelity Brokerage Services, Inc.
1994 - 2020 (26 years)
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Is not active or affiliated with:
Insurance agent
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Broker-dealer / trader
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Bank
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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.
Series 63, Series 65
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Fiduciary Consulting Group, Inc.
ChFC®, Series 66
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JK PWA LLC
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