Megan Kiesel
Flexible, as-needed planning for early- and mid-career people who want a meaningful life and long-term financial stability.
Livelihood LLC · Philadelphia, Pennsylvania
Megan Kiesel is a fee-only financial advisor at Livelihood LLC in Philadelphia, Pennsylvania, who holds the CFP credential. Megan charges a one-time planning fee and hourly fees (one-time plans from $1,800 and $150 an hour) and focuses on retirement planning, small business owners and real estate investors.
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Specialties
Who they serve
- Early-career professionals
About
Megan Kiesel set up Livelihood to work with clients on a flexible, as-needed basis so that more people can get high quality financial advice. She mainly serves early- to mid-career individuals and families who value relationships, experiences and financial security, and she helps them feel confident and in control of their money.
Megan has spent most of her career helping people get a handle on their finances, including time at Philadelphia nonprofits that help people from many backgrounds work through financial challenges. A helper and educator by nature, she likes making investing and personal finance easier to understand. She draws on a background in social work to help clients think more mindfully about everyday money decisions and build plans that reflect their values and goals.
She lives in South Philadelphia with her husband, daughter and son.
Facts
| Firm | Livelihood LLC |
|---|---|
| Based in | Philadelphia, Pennsylvania |
| Fee model | One-time planning fee · Hourly |
| Fees (firm's website) | One-time plans from $1,800 · $150 an hour |
| Fees (Advice-Only Network profile) | One-time plans from $2,300 · $175 an hour |
| Works virtually | Yes, and meets in person |
| Accepting new clients | Yes |
| Credentials | CFP |
| SEC registration | Investment adviser representative in NJ, NY, PA · CRD 7094539 |
| Exams passed | Series 65 (2018) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | livelihoodplanning.com |
How Megan's firm compares
- A one-time plan starts at $1,800, in line with the Pennsylvania median of $1,695 for fee-only firms that publish prices.
- The hourly rate is $150, below the Pennsylvania median of $250 for fee-only firms that publish prices.
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Questions about Megan
Is Megan Kiesel a fee-only financial advisor?
Yes. Megan Kiesel is listed in the XY Planning Network directory (XYPN members are fee-only) and the Advice-Only Network (advice-only practices, no product sales). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Megan's firm.
How does Megan charge for financial advice?
Megan charges a one-time planning fee and hourly fees.
How much does Megan charge?
According to Livelihood LLC's website, checked October 28, 2026: one-time plans from $1,800; $150 an hour.
Does Megan work with clients virtually?
Yes. Megan's Advice-Only Network profile says they meet with clients virtually and in person.
Where is Megan Kiesel based?
Megan Kiesel is based in Philadelphia, Pennsylvania.
What does Megan specialize in?
Megan's specialties include retirement planning, small business owners, real estate investors, flat-fee planning, student loans and sustainable & impact investing. Megan works with early-career professionals.
What credentials does Megan Kiesel hold?
Megan Kiesel holds the CFP credential.
Is Megan Kiesel registered with the SEC?
Yes. Megan Kiesel is registered as an investment adviser representative in NJ, NY and PA (CRD 7094539), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How do I contact Megan Kiesel?
Through Megan's website, livelihoodplanning.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
- Advice-Only Network listing : advice-only practices, no product sales
- Livelihood 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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