Teddy Ezzell
Teddy Ezzell is a registered investment advisor at Western Wealth Management LLC, based in Fort Collins, CO, with 24 years of industry experience. Teddy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Divorce Planning, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 8,964 clients with $3.9B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
WWM offers Comprehensive Portfolio Management where the maximum annual fee is 3.0% of the assets managed. Alternatively, a flat fee, not to exceed 2.5% of assets under management or a negotiated flat rate may be applied in certain circumstances. Fees are negotiable. WWM also offers LPL Financial Sponsored Advisory Programs with maximum fees ranging from 1.4% to 3.0%.
Location
109 Coronado Ct, Ste 7C, Fort Collins, CO, 80525
Get directionsHistory
Regulatory History (2)
Customer Dispute
April 2024Customer Dispute
February 2024Other Business Activities
Teddy is a registered investment advisor hybrid with Western Wealth Management, LLC, dedicating full-time hours to this role. He also co-owns Fossil Creek, LLC, an entity for tax/investment purposes that owns office space, and operates under the DBA Ezzell Financial Group, LLC for his LPL business.
Employment History
Current Registrations
Western Wealth Management LLC
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
Western Wealth Management LLC
Sws Financial Services, INC.Broker
Sws Financial Services, INC.
Wells Fargo Advisors, LLCBroker
Wells Fargo Advisors, LLC
A. G. Edwards & Sons, INC.
A. G. Edwards & Sons, INC.Broker
State Registrations4 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.