John Kiepe
Kiepe Wealth Management · Spokane Valley, Washington
John Kiepe is a fee-only financial advisor at Kiepe Wealth Management in Spokane Valley, Washington, who holds the CFA credential. Kiepe Wealth Management reports charging a percentage of assets and hourly fees on its Form ADV.
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Facts
| Firm | Kiepe Wealth Management |
|---|---|
| Based in | Spokane Valley, Washington |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $40K across 3 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in WA · CRD 7310325 |
| Exams passed | Series 66 (2021) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.kiepefinancial.com |
How John's firm compares
- Kiepe Wealth Management's average account is about $13,000, from its Form ADV (assets managed divided by 3 accounts).
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Questions about John
Is John Kiepe a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: John holds no broker registration, and Kiepe Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does John charge for financial advice?
John's firm, Kiepe Wealth Management, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is John Kiepe based?
John Kiepe is based in Spokane Valley, Washington.
What credentials does John Kiepe hold?
John Kiepe holds the CFA credential.
Is John Kiepe registered with the SEC?
Yes. John Kiepe is registered as an investment adviser representative in WA (CRD 7310325), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Kiepe Wealth Management manage?
Kiepe Wealth Management reports $40K across 3 accounts in assets under management.
How do I contact John Kiepe?
Through John's website, www.kiepefinancial.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
- 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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