Kenneth Corlett
Kenneth Corlett is a CFP-designated registered investment advisor at Corlett Financial, INC., based in San Diego, CA, with 23 years of industry experience. Kenneth operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more. Their firm serves 62 clients with $26M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.75% |
| $3.0M - $5.0M | 0.50% |
| $5M+ | 0.25% |
Fees are negotiable.
Fee Estimator
Location
9655 Granite Ridge Drive, Suite 200, San Diego, CA, 92123
Get directionsHistory
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Kenneth is a partner/wealth advisor with another investment advisory firm, but will cease working there after filing his new U-4. He receives renewals for insurance he wrote in the past, but has not been actively selling insurance for the last 2.5 years.
Employment History
Current Registrations
Corlett Financial, INC.
Previous Registrations
Worthpointe
First Financial Equity Corporation
Western Financial Advisors
State Registrations2 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.