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Krehbiel Financial LLC

Updated today

Total assets under management

$45,292,951

Total clients

41

46% high-net worth

Total advisors

2

of 2 employees

Firm size

Supported

1-3 advisors, or $200M+ in AUM

Average clients per advisor

21

Average account size

$1,104,706

Client services

Financial planning Portfolio management

Fee options

Fixed

Comprehensive Financial Planning development fee: 1% of annual gross income plus 0.5% of investable assets; Estate Planning non-attorney work fee: $300 or 50% of legal fee, whichever is greater

Project-based

Project-based financial planning initial meeting fee of $300; additional fees negotiated based on complexity

Other

Minimum fee: Minimum fee of $750 per quarter for On-going Comprehensive Financial Planning (including Investment Management)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Main office location

Krehbiel Financial LLC

476 Highway A1 A, Suite 8 A

Satellite Beach FL 32937, United States

Number of offices

2

Advisors at this firm

John K

CFP®

Satellite Beach, FL

Krehbiel Financial LLC

Your finances are a highly personal puzzle that can be sorted out, solved and optimized for your life. My goal is to help you get comfortable with your financial decisions by giving you smart, honest advice that aligns with your goals and values. After getting my engineering degree from CalTech and a Masters in Management from M.I.T., I was a financial do-it-yourselfer for over 25 years. One day on the radio, I heard Dave Ramsey say, “You want a financial advisor who has the heart of a teacher”, and I thought, “That’s me! I have a passion for understanding and explaining finances to people.” I founded Krehbiel Financial after 15 years in marketing, engineering and executive management at Harris and Intersil, and 11 years teaching physics at West Shore Jr./Sr. High School in Melbourne, FL. Throughout my careers, problem-solving, interpersonal skills, and teaching have been keys to my success in working with people. I specialize in working with tech professionals and busy couples who realize that their time is better spent focusing on their careers and their families, not the intricacies of financial planning. When I am not helping people accomplish their goals with their money, I enjoy road biking, bike tourism, traveling, meals with friends, and being a member of Church in the Wild, in Melbourne, FL.

General retirement planning Retirement income strategy General tax planning Technology Professional
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Karl K

Series 65

Satellite Beach, FL

Krehbiel Financial LLC

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