David Wiedmeyer
KLD Wealth Management · Lebanon, Ohio
David Wiedmeyer is a fee-only financial advisor at KLD Wealth Management in Lebanon, Ohio, who holds the CFP credential. David charges hourly fees and focuses on retirement planning and real estate investors.
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Specialties
Who they serve
- Pre-retirees
- Real estate investors
Facts
| Firm | KLD Wealth Management |
|---|---|
| Based in | Lebanon, Ohio |
| Fee model | Hourly |
| Works virtually | Yes |
| Accepting new clients | Yes |
| Assets under management | $8.6M across 77 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in KY, OH, TX · CRD 6626957 |
| Exams passed | Series 66 (2017) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | kldwealth.com |
| Profile |
How David's firm compares
- KLD Wealth Management's average account is about $112,000, from its Form ADV (assets managed divided by 77 accounts).
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Questions about David
Is David Wiedmeyer a fee-only financial advisor?
Yes. David Wiedmeyer is listed in the XY Planning Network directory (XYPN members are fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by David's firm.
How does David charge for financial advice?
David charges hourly fees.
Does David work with clients virtually?
Yes. KLD Wealth Management says on its website that it works with clients remotely.
Where is David Wiedmeyer based?
David Wiedmeyer is based in Lebanon, Ohio.
What does David specialize in?
David's specialties include retirement planning and real estate investors. David works with pre-retirees and real estate investors.
What credentials does David Wiedmeyer hold?
David Wiedmeyer holds the CFP credential.
Is David Wiedmeyer registered with the SEC?
Yes. David Wiedmeyer is registered as an investment adviser representative in KY, OH and TX (CRD 6626957), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does KLD Wealth Management manage?
KLD Wealth Management reports $8.6M across 77 accounts in assets under management.
How do I contact David Wiedmeyer?
Through David's website, kldwealth.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- XY Planning Network directory listing : XYPN members are fee-only
- KLD Wealth Management website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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