Patricia Kiefer
Review Services · Brookfield , Wisconsin
Patricia Kiefer is a fee-only financial advisor at Review Services in Brookfield , Wisconsin, who holds the CFP credential. Patricia charges a percentage of assets, a flat fee or retainer, an ongoing planning fee and a one-time planning fee (ongoing planning from $500 a year and one-time plans from $2,500).
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Facts
| Firm | Review Services |
|---|---|
| Based in | Brookfield , Wisconsin |
| Fee model | Percentage of assets · Flat fee or retainer · Ongoing planning fee · One-time planning fee |
| Fees (firm's website) | Ongoing planning from $500 a year · One-time plans from $2,500 · 1% a year on the first tier of assets managed |
| Accepting new clients | Yes |
| Assets under management | $227.4M across 768 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in WI · CRD 1382962 |
| Exams passed | Series 63 (1985) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.reviewservicesinc.com |
| Profile |
How Patricia's firm compares
- Ongoing planning starts at $500 a year, below the Wisconsin median of $3,000 for fee-only firms that publish prices.
- A one-time plan starts at $2,500, above the Wisconsin median of $1,900 for fee-only firms that publish prices.
- Review Services's average account is about $296,000, from its Form ADV (assets managed divided by 768 accounts).
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Questions about Patricia
Is Patricia Kiefer a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Patricia holds no broker registration, and Review Services reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Patricia charge for financial advice?
Patricia charges a percentage of assets, a flat fee or retainer, an ongoing planning fee and a one-time planning fee.
How much does Patricia charge?
According to Review Services's website, checked October 30, 2026: ongoing planning from $500 a year; one-time plans from $2,500; 1% a year on the first tier of assets managed.
Where is Patricia Kiefer based?
Patricia Kiefer is based in Brookfield , Wisconsin.
What credentials does Patricia Kiefer hold?
Patricia Kiefer holds the CFP credential.
Is Patricia Kiefer registered with the SEC?
Yes. Patricia Kiefer is registered as an investment adviser representative in WI (CRD 1382962), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Review Services manage?
Review Services reports $227.4M across 768 accounts in assets under management.
How do I contact Patricia Kiefer?
Through Patricia's website, www.reviewservicesinc.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
- Review Services 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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