# Kissling Financial Services, LLC

> Kissling Financial Services, LLC is an SEC-registered investment advisory firm in New Castle, PA, registered since 2024, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 27, 2026.

- CRD: 299531
- Filed as: KISSLING FINANCIAL SERVICES, LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: New Castle, PA
- Filing period: October 2026
- Form ADV filing dated: March 27, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/299531
- AdvisorCensus page: https://advisorcensus.com/firm/kissling-financial-services-llc-new-castle-pa-299531

## Quick answers

**How is Kissling Financial Services, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Kissling Financial Services, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**How much does Kissling Financial Services, LLC charge?**
Its Form ADV Part 2A brochure dated March 27, 2026 states: Hourly rate: $250 an hour (financial planning advice provided based on an hourly fee); Flat fee: $500 to $5,000 (comprehensive financial planning services). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Kissling Financial Services, LLC located?**
Kissling Financial Services, LLC's principal office is in New Castle, PA, according to its Form ADV; the April 2026 filing also lists 1 other office (Schedule D, Section 1.F).

**Is Kissling Financial Services, LLC registered with the SEC or a state?**
Kissling Financial Services, LLC is an SEC-registered investment advisory firm, registered since 2024. Status as filed: Approved. CRD 299531.

**How much does Kissling Financial Services, LLC manage?**
Kissling Financial Services, LLC reports $165,460,335 in regulatory assets under management in its Form ADV filing dated March 27, 2026 (99% discretionary).

**How have Kissling Financial Services, LLC's assets and staff changed since 2024?**
In the Form ADV data for Kissling Financial Services, LLC: Regulatory assets under management: $104,308,000 in the October 2024 data and $165,460,335 in the October 2026 data, up 59%. Total employees: 1 in October 2024 and 2 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Kissling Financial Services, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (620); high net worth individuals (69); corporations or other businesses not listed above (13).

**Which custodians does Kissling Financial Services, LLC use?**
Kissling Financial Services, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Kissling Financial Services, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/299531

**Does Kissling Financial Services, LLC state an account minimum?**
Its Form ADV Part 2A brochure dated March 27, 2026 says: "The Advisor does not have any minimum requirements for opening or maintaining an account."

**What changed in Kissling Financial Services, LLC's recent Form ADV filings?**
In the April 2026 filing data: Employees performing advisory functions went from 1 to 2. Regulatory assets under management went from $112,845,666 to $165,460,335 (+47%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated March 27, 2026)

- Account minimum: None

> The Advisor does not have any minimum requirements for opening or maintaining an account.

- Hourly rate: $250 an hour (financial planning advice provided based on an hourly fee)

> The Advisor’s hourly fee will be billed at a rate of $250 and will be negotiated and agreed upon by the parties in advance. Hourly fee-based clients

- Flat fee: $500 to $5,000 (comprehensive financial planning services)

> Kissling will charge a fixed fee for comprehensive financial planning services in the range of $500 to $5,000 per plan as negotiated and contracted for with client in advance

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $165,460,335
- Discretionary: $164,036,335
- Non-discretionary: $1,424,000

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 620 | $78,648,856 |
| High net worth individuals | 69 | $69,994,709 |
| Charitable organizations | 2 | $2,763,240 |
| Corporations or other businesses not listed above | 13 | $14,053,530 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2024 (2 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CO, FL, IN, MI, NJ, OH, PA, TX, WA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the April 2026 filing
- Irwin, PA

### Websites listed on Form ADV (Item 1.I)
- [kisslingfinancial.com](https://kisslingfinancial.com)

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2024 | $104,308,000 | 1 | September 18, 2024 |
| October 2025 | $112,845,666 | 1 | July 30, 2025 |
| October 2026 | $165,460,335 | 2 | March 27, 2026 |

Regulatory assets under management: $104,308,000 in the October 2024 data and $165,460,335 in the October 2026 data, up 59%.
Total employees: 1 in October 2024 and 2 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Employees performing advisory functions went from 1 to 2.
- Regulatory assets under management went from $112,845,666 to $165,460,335 (+47%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Kissling Financial Services, LLC (CRD 299531): Form ADV filing data as of October 2026.