Kreitler Financial LLC

Kreitler Financial LLC is a fee-only investment adviser registered with the U.S. Securities and Exchange Commission, with its main office in New Haven, Connecticut. On its latest Form ADV, filed March 13, 2026, it reports $585M in regulatory assets under management, 173 individual clients and 5 employees who give investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.

Key facts from Form ADV

Registration	SEC-registered
Firm CRD number	309056 · SEC file 801-118881
Office	265 Church Street Suite 501 New Haven, CT 06510
Phone	(203) 867-4396
Website	www.kreitlerfinancial.com
Regulatory assets under management	$585M ($581M discretionary)
Individual clients	64 non-high-net-worth, 109 high-net-worth
Financial planning clients	101-250
How it charges	Percentage of assets, Hourly, Fixed fee
Services	Financial planning, Portfolio management, Pension consulting
Employees	10
Disciplinary disclosures	None reported
Latest Form ADV filing	March 13, 2026

Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.

What this means for you

• It offers hourly or fixed-fee arrangements, so you may be able to pay for a plan without handing over your investments.
• It also charges a percentage of assets managed for ongoing investment management.
• Most of its individual clients are high-net-worth, which on Form ADV means they meet the SEC’s qualified-client or qualified-purchaser test: broadly, more than $1 million managed by the adviser or a net worth above $2 million, with the thresholds indexed for inflation.
• It provides financial planning services, not only portfolio management.
• It reports no disciplinary history on Form ADV.

Before you hire any adviser

Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.

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