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Travis Kell

Diversify Advisory Services, LLC
39 Years of Experience
Sandy, UT
1 DisclosureBroker
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Travis Kell is a registered investment advisor at Diversify Advisory Services, LLC, based in Sandy, UT, with 39 years of industry experience. Travis is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Annuities, Business Owners, Charitable Giving, and 11 more. Their firm serves 5,322 clients with $4.6B in assets under management.

Diversify Advisory Services, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
115 advisors
Number of Clients
5,322 clients
Average Client Portfolio
$874K average
Assets Under Management
$4.6B

Fee Structure

Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K1.00%
$500K - $1.0M1.00%
$1.0M - $2.0M0.85%
$2.0M - $3.0M0.85%
$3.0M - $4.0M0.70%
$4.0M - $5.0M0.70%
$5M+0.50%

Advisory fees are negotiable and maximum annual rates are capped at 2.00% across most platforms. Certain platforms include additional strategy fees ranging from 0.15% to 0.75%.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

7440 S Creek Rd, Ste 250, Sandy, UT, 84093

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
March 2007
Denied
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Travis is involved in multiple "other" business activities, none of which are investment-related. Each activity requires minimal time per month.

Employment History
Current Registrations
Diversify Advisory Services, LLC
June 2025 - Present · 1 yr 4 mos
Dfpg Investments, LLC
May 2025 - Present · 1 yr 5 mos
Dfpg Investments, LLCBroker
May 2025 - Present · 1 yr 5 mos
Previous Registrations
Ids Life Insurance CompanyBroker
October 1999 - July 2006 · 6 yrs 9 mos
American Express Service CorporationBroker
August 1993 - December 1994 · 1 yr 4 mos
Ameriprise Financial Services, LLC
December 1991 - June 2025 · 33 yrs 6 mos
Ameriprise Financial Services, LLCBroker
March 1987 - June 2025 · 38 yrs 3 mos
State Registrations13 states
AZCACOFLGAIDMAMDMONVOKUTWY
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
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