Kiefer Financial Advising LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
0
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Clients per advisor
0
Average account size
—
About
Kiefer Financial Advising is a state-registered investment adviser that offers non-discretionary investment advisory and financial planning services to individuals, retirees, pre-retirees, trusts, and small businesses through both one-time planning engagements and ongoing advisory relationships. The firm describes an education-first approach intended to help clients understand their financial situation and make their own investment decisions.
The firm’s stated investment approach is goal-based and long-term, emphasizing diversification, cost efficiency, and broadly diversified vehicles such as mutual funds and ETFs, with scheduled portfolio reviews and non-discretionary rebalancing recommendations. Clients retain execution authority and the firm does not maintain custody of client assets.
Noteworthy distinctions include the principal’s active role as a licensed health and life insurance agent employed by a separate, family-owned insurance agency — including sales of Medicare Advantage, Medicare Supplement, life, and group health products — and the potential to receive insurance commissions or future ownership interests in that agency, which the brochure identifies as a potential conflict of interest. The brochure also notes the firm charges fixed fees rather than percentage-of-assets fees and, as an initial filing, currently reports no assets under management or custody, which diverges from what many firms in the investment-manager category typically report.
Client services
Financial planning
Portfolio management
Expertise
Debt management
General retirement planning
Cash flow / budgeting
Occupation focus
Retired
Fee options
Insurance commissions received separately through a separate insurance agency; advisory fees are separate and clients are not required to purchase insurance products
Fee-only: Initial Financial Planning and Investment Advisory Fee: $500 – $5,000 (one-time); One-time Financial Plan Revisit Fee: $500 – $2,000; Ongoing Advisory Fee: $300 – $500 per quarter
Main office location
Kiefer Financial Advising LLC
2143 Ne 2 Nd St
Ocala FL 34470-6950, United States
Number of offices
1
Most active in
Kiefer Financial Advising LLC has reported serving >5 clients in these states in the last 12 months.
Florida
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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