KISSLING FINANCIAL SERVICES, LLC

Overview

Kissling Financial Services, LLC is an independent registered investment adviser that serves both individual and family clients as well as institutional relationships. The firm provides fee-based financial planning and portfolio management for individuals and small businesses, and supplements advisory services with insurance brokering, accounting-related services, and other financial product distribution. Its fee schedule includes percentage-of-assets, hourly billing and fixed fees, which allows flexibility for different client relationships. Investment activity is tilted toward manager-driven exposures rather than operating as a standalone capital allocator. The firm uses third-party managers to access alternative strategies while retaining discretionary control of most client portfolios. The ADV filing identifies a meaningful allocation to non-traditional holdings: hedge funds, real estate, commodities and oil & gas funds are part of the toolkit. For core exposures the firm relies on mutual funds and corporate debt alongside separately managed account structures and other holdings categorized in the filing as “Other.” Kissling Financial Services is not positioned as an ESG-focused or multi-state advisory firm in its filing. The firm maintains a high discretionary share of its assets, indicating that advisors typically have delegated authority to implement and rebalance client strategies on an ongoing basis.

Assets & Accounts

Investments & Alternatives

Location & Offices