Jonathan Kiehl
Evenkiehl, LLC · Lancaster, Pennsylvania
Jonathan Kiehl is a fee-only financial advisor at Evenkiehl, LLC in Lancaster, Pennsylvania, who holds the CFP and MBA credentials. Jonathan focuses on tax planning and sustainable & impact investing. Evenkiehl, LLC reports charging a percentage of assets and fixed fees on its Form ADV.
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Specialties
Facts
| Firm | Evenkiehl, LLC |
|---|---|
| Based in | Lancaster, Pennsylvania |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Works virtually | Yes |
| Accepting new clients | Yes |
| Assets under management | $13.5M across 109 accounts |
| Credentials | CFP · MBA |
| SEC registration | Investment adviser representative in PA · CRD 7034570 |
| Exams passed | Series 65 (2017) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | evenkiehl.com |
| Profile |
How Jonathan's firm compares
- Evenkiehl, LLC's average account is about $123,000, from its Form ADV (assets managed divided by 109 accounts).
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Questions about Jonathan
Is Jonathan Kiehl a fee-only financial advisor?
Yes. Jonathan Kiehl 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 Jonathan's firm.
How does Jonathan charge for financial advice?
Jonathan's firm, Evenkiehl, LLC, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Does Jonathan work with clients virtually?
Yes. Evenkiehl, LLC says on its website that it works with clients remotely.
Where is Jonathan Kiehl based?
Jonathan Kiehl is based in Lancaster, Pennsylvania.
What does Jonathan specialize in?
Jonathan's specialties include tax planning and sustainable & impact investing.
What credentials does Jonathan Kiehl hold?
Jonathan Kiehl holds the CFP and MBA credentials.
Is Jonathan Kiehl registered with the SEC?
Yes. Jonathan Kiehl is registered as an investment adviser representative in PA (CRD 7034570), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does Evenkiehl, LLC manage?
Evenkiehl, LLC reports $13.5M across 109 accounts in assets under management.
How do I contact Jonathan Kiehl?
Through Jonathan's website, evenkiehl.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
- Evenkiehl, LLC 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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