Jonathan Kiehl is a CFP-designated registered investment advisor at Evenkiehl, LLC, based in Lancaster, PA, with 7 years of industry experience. Jonathan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 30 clients with $13M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1M+ | 1.00% |
Fees negotiable for accounts over $1,000,000.
Fee Estimator
Contact
Jonathan Kiehl
Location
Lancaster, PA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Jonathan is an adjunct professor at Elizabethtown College, teaching core classes in the Master of Finance program. He dedicates minimal time to this activity, and it is not investment-related.
Employment History
Current Registrations
Evenkiehl, LLC
Previous Registrations
Stewardship Advisors, LLC
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
Additional Information
Jonathan spent over a decade working on time machines for Rolex Watch, USA before entering the financial services industry in 2015. Serving as Rolex’s technical instructor allowed him to develop analytical skills, an eye for detail and a passion to educate: all skills he now enjoys applying to his clients’ financial plans.