Evenkiehl, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$12,606,975
This total excludes 1 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
29
14% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
29
HighAverage account size
$434,723
About
Evenkiehl, LLC is a state-registered independent investment adviser that provides discretionary portfolio management and financial planning to individuals, high-net-worth individuals, and charitable organizations. Services include ongoing and limited-scope financial planning (covering cash flow, retirement, tax strategies, estate planning, insurance, college savings, and business planning) alongside personalized investment management.
The firm primarily implements passive investment management using index mutual funds and ETFs to achieve asset-class allocations, while also employing fundamental and technical analysis to inform allocations and occasional security decisions; accounts are managed on a discretionary basis with an emphasis on low turnover and tax-awareness. Custody is typically recommended through an independent broker-dealer platform (Altruist), clients receive regular custodial statements and annual written reports, and the firm does not aggregate trades or vote client proxies.
What is distinctive for a solo independent adviser is that Evenkiehl explicitly serves charitable organization clients and makes ongoing comprehensive financial planning available without an additional fee for clients with $350,000 or more under management. The firm’s principal holds CFP® and Certified Kingdom Advisor® credentials and also teaches in a graduate finance program, and the firm discloses it receives advisory compensation directly from clients and does not accept sales-based compensation or participate in wrap or performance-fee arrangements.
Client services
Financial planning
Portfolio management
Expertise
Business sale tax planning
Retirement withdrawal strategies
College savings (529s, UTMA, etc.)
General estate planning guidance
Cash flow / budgeting
Fee options
Limited Scope Financial Planning: $2,500 - $4,500, negotiable based on complexity and client needs
$0 - $1,000,000: 1.00% $1,000,001+: Negotiable
Ongoing Comprehensive Financial Planning: $500 - $1,000 upfront plus $208 - $375 per month or $625 - $1,125 per quarter, fees based on complexity and client needs
Main office location
Evenkiehl, LLC
Lancaster PA, United States
Number of offices
1
Most active in
Evenkiehl, LLC has reported serving >5 clients in these states in the last 12 months.
Pennsylvania
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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