Cindy Kleiner
Guiding Financial · Eugene, Oregon
Cindy Kleiner is a fee-only financial advisor at Guiding Financial in Eugene, Oregon, who holds the CFP credential. Cindy focuses on retirement planning, estate & legacy planning and tax planning. Guiding Financial reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Facts
| Firm | Guiding Financial |
|---|---|
| Based in | Eugene, Oregon |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Accepting new clients | Not currently |
| Assets under management | $2.0M across 10 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in OR · CRD 2178066 |
| Exams passed | Series 65 (2015) |
| Disclosures | None reported |
| Website | www.guidingfinancial.com |
| Profile |
How Cindy's firm compares
- Guiding Financial's average account is about $198,000, from its Form ADV (assets managed divided by 10 accounts).
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Questions about Cindy
Is Cindy Kleiner a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Cindy holds no broker registration, and Guiding Financial reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Cindy charge for financial advice?
Cindy's firm, Guiding Financial, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Cindy Kleiner based?
Cindy Kleiner is based in Eugene, Oregon.
What does Cindy specialize in?
Cindy's specialties include retirement planning, estate & legacy planning and tax planning.
What credentials does Cindy Kleiner hold?
Cindy Kleiner holds the CFP credential.
Is Cindy Kleiner registered with the SEC?
Yes. Cindy Kleiner is registered as an investment adviser representative in OR (CRD 2178066), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Guiding Financial manage?
Guiding Financial reports $2.0M across 10 accounts in assets under management.
How do I contact Cindy Kleiner?
Through Cindy's website, www.guidingfinancial.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
- Guiding Financial 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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