Kristy Harrell is a registered investment advisor at Uniting Wealth Partners, based in Rogers, AR, with 30 years of industry experience. Kristy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 527 clients with $540M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Uniting Wealth Partners charges a percentage of your portfolio annually for investment management services, paid quarterly in advance. The exact percentage depends on the complexity of your situation, the amount they manage for you, and your overall relationship with them, but it will not exceed 2.00% annually. If you invest in private funds through Uniting Wealth Partners, those assets are included when calculating the investment advisory fee. If Uniting Wealth Partners recommends using independent investment managers, the total fee you pay, including their fee and the independent manager's fee, will not exceed 2.00% annually.
Location
3300 S Market St., Ste 404, Rogers, AR, 72758
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Kristy is a bookkeeper for Harrell Ridge LLC, a cattle raising and selling business, since 2019. She spends minimal time on this non-investment related activity.
Employment History
Current Registrations
Uniting Wealth Partners
Previous Registrations
Raymond James Financial Services, INC.Broker
Raymond James Financial Services Advisors, INC
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
Morgan Stanley
Morgan Stanley Dw INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Delta Capital Securities CorporationBroker
Ameristar Capital Markets, INC.Broker
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.