Carl Kielbasa
Phoenix Rising Wealth Management · State College, Pennsylvania
Carl Kielbasa is a fee-only financial advisor at Phoenix Rising Wealth Management in State College, Pennsylvania. Carl focuses on divorce financial planning and retirement planning. Phoenix Rising Wealth Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Who they serve
- Divorced individuals
Facts
| Firm | Phoenix Rising Wealth Management |
|---|---|
| Based in | State College, Pennsylvania |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Works virtually | Yes |
| Accepting new clients | Yes |
| Assets under management | $539.2M across 1,225 accounts |
| SEC registration | Investment adviser representative in PA · CRD 7319025 |
| Exams passed | Series 65 (2020) |
| Firm size | 14 employees |
| Disclosures | None reported |
| Website | www.phoenixrisingwm.com |
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Questions about Carl
Is Carl Kielbasa a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Carl holds no broker registration, and Phoenix Rising Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Carl charge for financial advice?
Carl's firm, Phoenix Rising Wealth Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Does Carl work with clients virtually?
Yes. Phoenix Rising Wealth Management says on its website that it works with clients remotely.
Where is Carl Kielbasa based?
Carl Kielbasa is based in State College, Pennsylvania.
What does Carl specialize in?
Carl's specialties include divorce financial planning and retirement planning. Carl works with divorced individuals.
Is Carl Kielbasa registered with the SEC?
Yes. Carl Kielbasa is registered as an investment adviser representative in PA (CRD 7319025), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Phoenix Rising Wealth Management manage?
Phoenix Rising Wealth Management reports $539.2M across 1,225 accounts in assets under management.
How do I contact Carl Kielbasa?
Through Carl's website, www.phoenixrisingwm.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Phoenix Rising Wealth Management website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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