Krehbiel Financial LLC
Satellite Beach, Florida
Krehbiel Financial LLC at a glance
- One of 570 fee-only firms based in Florida in the Wellspent graph.
- 2 advisors are listed here; 1 of 2 hold the CFP.
- Its Form ADV reports 2 employees and 41 individual clients, 23 of them high net worth.
- Its average account is about $1.4 million (assets it manages divided by its 41 accounts).
- Its ongoing planning fee starts at $3,000 a year, below the Florida median of $4,200.
Fee-only advisors in Florida · What fee-only advisors charge in Florida
Facts
| Based in | Satellite Beach, Florida |
|---|---|
| Website | krehbielfinancial.com |
| [email protected] | |
| Phone | (776) 764-3752 |
Questions about Krehbiel Financial LLC
How much does Krehbiel Financial LLC charge?
Krehbiel Financial LLC publishes these prices: ongoing planning: from $3,000 a year; one-time plan: from $300. We found this on its website, checked October 28, 2026.
How is Krehbiel Financial LLC paid?
Krehbiel Financial LLC's Form ADV says it is paid by: percentage of assets, hourly, fixed fees.
How many advisors does Krehbiel Financial LLC have in the Wellspent public graph?
The Wellspent public graph lists 2 advisors at Krehbiel Financial LLC, and 1 hold the CFP.
What is the average account at Krehbiel Financial LLC?
Krehbiel Financial LLC's average account is about $1.4 million. That's the assets on its Form ADV divided by its 41 accounts.
What does Krehbiel Financial LLC specialize in?
Krehbiel Financial LLC's advisors and website list tax planning, retirement planning and estate & legacy planning.
Krehbiel Financial LLC fees
What the firm's own website says it charges, checked October 28, 2026. We keep a price only when the exact words stating it appear on the page.
| Ongoing planning | From $3,000 a year |
|---|---|
| One-time plan | From $300 |
| How it charges | Ongoing planning fee · One-time plans or projects |
In the firm's words
"Cost: $250-$850/month (based on complexity)" source
"Cost: $300 or $500" source
"Cost: $250-$850/month (based on complexity)" source
"Cost: $250-$850/month (based on complexity)" source
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Hourly · Fixed fees |
|---|---|
| Assets managed | $59 million |
| Individual clients | 18 |
| High-net-worth clients | 23 |
| Accounts managed | 41 |
| Employees | 2 |
| Planning clients | 51-100 |
| Financial planning | Offered |
| Form ADV filed | February 13, 2026 |
| SEC record | CRD 293931 |
Advisors at this firm (2)
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