Kelli Gabriel
Kelli Gabriel is a registered investment advisor at Wealth Watch Advisors, INC, based in Brentwood, TN, with 31 years of industry experience. Kelli operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 3,533 clients with $470M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Wealth Watch Advisors manages your investments through third-party sub-advisors. The annual management fee ranges from 0.77% to 1.95% of your portfolio, calculated monthly based on the average daily balance. This fee covers Wealth Watch, the sub-advisor, and the registered investment representative. A technology fee of up to $40 per account is assessed annually. Discounted fees are available based on the total value of your household's managed assets. Fees are negotiable within the stated range.
Location
320 Sevens Springs Way, Brentwood, TN, 37027
Get directionsHistory
Regulatory History (2)
Employment Separation After Allegations
October 2025Judgment / Lien
May 2018Other Business ActivitiesSells Insurance
Kelli is an insurance agent selling life, health, long-term care, disability, and Medicare supplement insurance under Stewardship Private Wealth Management since 2016. This takes about half of her time.
Employment History
Current Registrations
Wealth Watch Advisors, INC
Previous Registrations
Madison Avenue Securities, LLCBroker
Madison Avenue Securities, LLC
Cambridge Investment Research, INC.Broker
Cambridge Investment Research Advisors, INC.
Securities America, INC.Broker
Securities America Advisors, INC.
Metlife Securities INC.
Metlife Securities INC.Broker
Securian Financial Services, INC.
Securian Financial Services, INC.Broker
Morgan Stanley & CO. Incorporated
Morgan Stanley & CO. IncorporatedBroker
Morgan Stanley Dw INC.Broker
Morgan Stanley
Merrill Lynch Pierce Fenner & Smith INC.
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
MML Investors Services, INC.Broker
W. S. Griffith & CO., INC.Broker
Phoenix Equity Planning CorporationBroker
State Registrations1 state
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.