Kevin Schiedel
Simplified Retirement · Charlottesville, Virginia
Kevin Schiedel is a fee-only financial advisor at Simplified Retirement in Charlottesville, Virginia. Kevin charges a flat fee or retainer, a one-time planning fee and an ongoing planning fee (ongoing planning from $500 a year and one-time plans from $250) and focuses on flat-fee planning.
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Specialties
Facts
| Firm | Simplified Retirement |
|---|---|
| Based in | Charlottesville, Virginia |
| Fee model | Flat fee or retainer · One-time planning fee · Ongoing planning fee |
| Fees (firm's website) | Ongoing planning from $500 a year · One-time plans from $250 |
| SEC registration | Investment adviser representative in VA · CRD 7782220 |
| Exams passed | Series 65 (2022) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.simplifiedretirement.org |
How Kevin's firm compares
- Ongoing planning starts at $500 a year, below the Virginia median of $4,992 for fee-only firms that publish prices.
- A one-time plan starts at $250, below the Virginia median of $1,500 for fee-only firms that publish prices.
Request an introduction to Kevin
Tell Kevin a little about what you're looking for. Kevin isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Kevin
Is Kevin Schiedel a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Kevin holds no broker registration, and Simplified Retirement reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Kevin charge for financial advice?
Kevin charges a flat fee or retainer, a one-time planning fee and an ongoing planning fee.
How much does Kevin charge?
According to Simplified Retirement's website, checked October 30, 2026: ongoing planning from $500 a year; one-time plans from $250.
Where is Kevin Schiedel based?
Kevin Schiedel is based in Charlottesville, Virginia.
What does Kevin specialize in?
Kevin's specialties include flat-fee planning.
Is Kevin Schiedel registered with the SEC?
Yes. Kevin Schiedel is registered as an investment adviser representative in VA (CRD 7782220), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How do I contact Kevin Schiedel?
Through Kevin's website, www.simplifiedretirement.org.
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
- Simplified Retirement 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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