# Kreitler Financial

Kreitler Financial is a Bank / Wealth / Trust based in New Haven, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** New Haven, United States
- **Region:** North America
- **Address:** New Haven, CT, United States
- **Founded:** 1985
- **Assets under management:** Undisclosed
- **Website:** kreitlerfinancial.com
- **LinkedIn:** https://www.linkedin.com/company/kreitler-financial-llc

## Regulatory record

- **CRD number:** 309056
- **SEC file number:** 801-118881
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/309056

## About

Kreitler Financial began operations in 1985 under founder Robert Kreitler, establishing itself in New Haven as a registered investment adviser. The firm was built on a fee-only model — clients pay directly for financial planning and portfolio management — an approach that distinguished it from commission-based brokerages typical of the period. The firm serves individuals, high-net-worth families, and business entities, with a practice anchored in traditional wealth advisory: retirement planning, tax-aware investing, estate coordination, and multi-generational wealth transfer. The firm manages discretionary portfolios for its private client base using a mix of individual equities, bonds, mutual funds, and ETFs. Allocations typically span large-cap domestic equity, core fixed income, and a modest sleeve of alternative assets. Investment management is in-house, and the firm has historically avoided commingled proprietary funds, instead constructing separately managed accounts around client-specific objectives. Geographic focus is concentrated in the Connecticut and tri-state area, with a client base reflecting the professional and academic communities around New Haven. Kreitler Financial operates from a single office in New Haven, Connecticut. The team is small by institutional standards — consistent with the firm's boutique advisory model — and has not disclosed headcount or total client assets publicly. No adjacent vehicles, club membership arrangements, or philanthropic structures are known. The firm maintains a low-profile posture: it does not publish thought leadership, white papers, or media commentary, and its website remains minimal. Kreitler's structural differentiator is its endurance as an independent, founder-led RIA operating at modest scale for four decades without consolidating into a roll-up platform or taking external capital.

## People

- Robert Kreitler — Founder

## Questions

### How is Kreitler Financial compensated?

Kreitler Financial operates on a fee-only basis, charging clients directly for advisory services rather than earning commissions on product sales. This structure aligns the firm's incentives with client outcomes — a model that was uncommon among wealth managers when the firm was founded in 1985. The firm discloses this posture in its regulatory filings as a registered investment adviser.

### What types of clients does Kreitler Financial serve?

Kreitler Financial's client base includes individuals, high-net-worth families, and business entities, concentrated in Connecticut and the surrounding tri-state region. The firm does not disclose minimum account sizes, but its boutique structure and New Haven location suggest a professional and academic clientele. Services span financial planning, investment management, and retirement income strategies.

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Last updated: 2026-08-11T02:43:31.692Z

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