Steven Kibbel
Kibbel Financial Planning · Franklin, Tennessee
Steven Kibbel is a fee-only financial advisor at Kibbel Financial Planning in Franklin, Tennessee, who holds the CFP and ChFC credentials. Steven charges a percentage of assets, hourly fees, a one-time planning fee and an ongoing planning fee (one-time plans from $3,000 and $250 an hour).
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Who they serve
- Early-career professionals
Facts
| Firm | Kibbel Financial Planning |
|---|---|
| Based in | Franklin, Tennessee |
| Fee model | Percentage of assets · Hourly · One-time planning fee · Ongoing planning fee |
| Fees (firm's website) | One-time plans from $3,000 · $250 an hour · 1% a year on the first tier of assets managed |
| Accepting new clients | Yes |
| Assets under management | $21M across 186 accounts |
| Credentials | CFP · ChFC |
| SEC registration | Investment adviser representative in TN, TX · CRD 6800914 |
| Exams passed | Series 66 (2017) |
| Firm size | 2 employees |
| Disclosures | Reported; see the SEC record |
| Website | www.kibbelfinancialplanning.com |
| Profile |
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Questions about Steven
Is Steven Kibbel a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Steven holds no broker registration, and Kibbel Financial Planning reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Steven charge for financial advice?
Steven charges a percentage of assets, hourly fees, a one-time planning fee and an ongoing planning fee.
How much does Steven charge?
According to Kibbel Financial Planning's website, checked October 30, 2026: one-time plans from $3,000; $250 an hour; 1% a year on the first tier of assets managed.
Where is Steven Kibbel based?
Steven Kibbel is based in Franklin, Tennessee.
What credentials does Steven Kibbel hold?
Steven Kibbel holds the CFP and ChFC credentials.
Is Steven Kibbel registered with the SEC?
Yes. Steven Kibbel is registered as an investment adviser representative in TN and TX (CRD 6800914), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
How much does Kibbel Financial Planning manage?
Kibbel Financial Planning reports $21M across 186 accounts in assets under management.
How do I contact Steven Kibbel?
Through Steven's website, www.kibbelfinancialplanning.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
- Kibbel Financial Planning 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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