Kissling Financial Services provides financial planning and portfolio management for individuals and small businesses. Financial planning was provided to 11–25 clients last fiscal year.
Kissling Financial Services reports 704 clients. They include 620 individual clients, 69 high-net-worth individuals, and 13 corporations and other businesses. Of its assets, 99.1% ($164M across 1,072 accounts) are managed with discretion; $1.42M across 47 accounts are not.
| Client type | Clients | Assets |
|---|---|---|
| Individuals (other than HNW) | 88% | 48% |
| High-net-worth individuals | 10% | 42% |
| Charitable organizations | <1% | 2% |
| Corporations and other businesses | 2% | 8% |
Client breakdown and activity details
| Client type | Clients | Regulatory AUM | AUM share | Avg. per client |
|---|---|---|---|---|
| Individuals (other than HNW) | 620 | $78.6M | 47.5% | $127K |
| High-net-worth individuals | 69 | $70M | 42.3% | $1.01M |
| Charitable organizations | Fewer than 5 | $2.76M | 1.7% | $1.38M |
| Corporations and other businesses | 13 | $14.1M | 8.5% | $1.08M |
| Total | 704 | $165M | 100% | — |
- Clients
- 620
- Regulatory AUM
- $78.6M
- AUM share
- 47.5%
- Avg. per client
- $127K
- Clients
- 69
- Regulatory AUM
- $70M
- AUM share
- 42.3%
- Avg. per client
- $1.01M
- Clients
- Fewer than 5
- Regulatory AUM
- $2.76M
- AUM share
- 1.7%
- Avg. per client
- $1.38M
- Clients
- 13
- Regulatory AUM
- $14.1M
- AUM share
- 8.5%
- Avg. per client
- $1.08M
Total
- Clients
- 704
- Regulatory AUM
- $165M
- AUM share
- 100%
- Avg. per client
- —
- Clients outside the U.S.
- 0%
- Clients advised without assets under management last fiscal year
- 0
- Private funds advised
- 0
- Financial planning clients last fiscal year
- 11–25
Kissling Financial Services charges up to 2.00% a year for its Asset Management Fees. The fee is billed in advance and is negotiable. The brochure also prices 2 other services, listed under fee details.
Fee details and sources
Other fees
- Fixed-Fee Financial Planning
- Comprehensive financial planning is a fixed fee of $500 to $5,000 per plan, negotiated and agreed in advance.
- Hourly Financial Planning
- Financial planning for clients who do not engage Kissling for portfolio management is billed hourly at $250, agreed in advance.
Timothy Kissling owns 75% or more of Kissling Financial Services. The leadership team of Kissling Financial Services includes President Timothy Kissling. It has 2 employees.
Leadership
- Timothy KisslingPresident and CCO
Investment adviser representatives
2 representatives listed in the SEC register as of 9 October 2026.
Staff
- 2 employees
- 2 in advisory functions
- 2 state-registered reps
- 2 insurance agents
- 2 soliciting firms
- Owns 75% or more of Kissling Financial Services, LLC
Timothy Kissling
Control person · since November 2004
Kissling Financial Services’ regulatory assets grew from $113M (July 2025) to $165M (March 2026); clients fell from 786 to 704 and employees rose from 1 to 2.
Figures from each annual filing
| Filed | Regulatory AUM | Clients | Employees | Offices |
|---|---|---|---|---|
| March 2026 | $165M | 704 | 2 | 2 |
| July 2025 | $113M | 786 | 1 | 2 |
Besides its headquarters, Kissling Financial Services has 1 office, with 2 listed addresses in Pennsylvania.
Pennsylvania · 2 listed addresses
- 5117 Erie Street, New CastleHQ
- 9173 Route 30, Irwin
Contact and registration details
- Legal name
- Kissling Financial Services, LLC
- Headquarters
- 5117 Erie Street, New Castle, PA 16102
- Website
- kisslingfinancial.com
- Phone
- 724-667-1617
- SEC file
- 801-131147
- Structure
- Pennsylvania LLC
- Fiscal year end
- December
Kissling Financial Services uses Charles Schwab ($104M) as custodian for its separately managed accounts. Kissling Financial Services does not have custody of client assets.
- Charles SchwabCharles Schwab & Co., Inc. · Westlake, TX · $104M100%
At year end, Kissling Financial Services’ separately managed accounts were largely in funds (16%).
What the accounts hold
- Stocks2%
- Funds16%
- Other82%
- Contingent bank notes - 81% bond & non-traded - 1%82%
How many clients does Kissling Financial Services have?
Kissling Financial Services has 704 clients and manages $165 million for them, as of March 2026. They include 620 individual clients, 69 high-net-worth individuals, and 13 corporations and other businesses.
Source: Form ADV Part 1A, Items 5.D and 5.F, filed 27 March 2026
What services does Kissling Financial Services offer?
Kissling Financial Services provides financial planning and portfolio management for individuals and small businesses.
Source: Form ADV Part 1A, Item 5.G, from the SEC's 2 October 2026 data file
How much does Kissling Financial Services charge?
Kissling Financial Services charges up to 2.00% a year for its Asset Management Fees. The fee is billed in advance and is negotiable.
Source: KISSLING FINANCIAL SERVICES, LLC BROCHURE, filed 27 March 2026
Which custodians does Kissling Financial Services use?
Kissling Financial Services’ separately managed account assets are held at Charles Schwab & Co., Inc. (Westlake, TX), with $104M. Only custodians holding at least a tenth of those assets are named.
Source: Form ADV Part 1A, Schedule D, Section 5.K.(3), filed 27 March 2026
How many financial advisors does Kissling Financial Services have?
Kissling Financial Services has 2 investment adviser representatives registered with state securities authorities, out of 2 employees, and 2 perform investment advisory functions. 0 employees are registered representatives of a broker-dealer and 2 employees are licensed insurance agents.
Source: Form ADV Part 1A, Items 5.A and 5.B, from the SEC's 2 October 2026 data file
What does Kissling Financial Services invest in?
At the end of its last fiscal year, Kissling Financial Services’ separately managed accounts held 82% other, 16% registered funds (mutual funds, ETFs, BDCs) and 2% exchange-traded equities. The 82% other category is described as: Contingent Bank Notes - 81% Bond & Non-Traded - 1%.
Source: Form ADV Part 1A, Items 5.K.(1) and 7.B, from the SEC's 2 October 2026 data file
Who owns Kissling Financial Services?
Kissling Financial Services’ direct owner is Timothy Kissling (75% or more).
Source: Form ADV Part 1A, Schedules A and B, filed 27 March 2026
How does Kissling Financial Services get paid?
Kissling Financial Services is paid through a percentage of assets under management, hourly charges and fixed fees. Its Form ADV lists no commissions or performance-based fees among how it is paid.
Source: Form ADV Part 1A, Item 5.E, from the SEC's 2 October 2026 data file
Is Kissling Financial Services registered with the SEC?
Yes, Kissling Financial Services has been registered with the SEC as an investment adviser since 19 September 2024. Its CRD number is 299531 and its SEC file number is 801-131147.
Source: Form ADV Part 1A, Item 1, filed 27 March 2026; IAPD firm record
How do I contact Kissling Financial Services?
Kissling Financial Services’ main office is at 5117 Erie Street, New Castle, PA 16102. Its phone number is 724-667-1617. Its website is kisslingfinancial.com.