KIEFER FINANCIAL ADVISING LLC

Overview

Kiefer Financial Advising LLC is a small limited liability company that provides insurance brokerage alongside fee-based financial planning and portfolio management for individuals and small businesses. The firm is owned by an individual and operates under a fixed-fee pricing model rather than asset-based or performance fees. It does not position itself as a multi-state adviser, is not identified as an active ESG investor, and is not listed as a capital allocator or pension consultant in the provided data. The firm’s regulatory registration details and broader classification are not specified in the source material.

Assets & Accounts

Location & Offices