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- Custodian
- Charles Schwab & Company · Fidelity/NFS · Vanguard
- Clients
- Retail
- Platforms
- Frontier waveEagle +more
- Established Date
- 05-10-2018
- Office Locations
- 1
Office Locations
About Krehbiel Financial LLC
Krehbiel Financial is a fee-only, fiduciary RIA in Satellite Beach, FL providing personalized financial planning and ongoing wealth management. The team builds comprehensive “financial life plans” covering investments, tax optimization, retirement, risk management, and estate planning, with one-time problem-solving engagements and optional tax preparation. Led by a CFP professional and members of NAPFA/XYPN, they emphasize transparent, posted fees and an engineer-driven approach; portfolios primarily use mutual funds and ETFs.
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Owner & Executives
John Edward Krehbiel
Advisor, Chief Compliance Officer, Founder, Owner
- CRD
- #6924869
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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Karl Edward Krehbiel
Advisor
- CRD
- #7562564
Showing 1 of 2 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $47,421,242 | -- |
| Non-Discretionary | $11,660,951 | -- |
| Total | $59,082,193 | -- |
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Separately Managed Accounts
Total SMA Asset: $59,082,193
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $2,991,619,769 | 43.7% |
| Equity - Exchange | $883,109,726 | 12.9% |
| U.S. Government/Agency | $2,971,082,334 | 43.4% |
| Total | $6,845,811,829 | 100.0% |