Kelly Wright is a registered investment advisor at Allstate Financial Advisors, LLC, based in Boerne, TX, with 24 years of industry experience. Kelly operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 280 clients with $82M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Allstate Financial Advisors (AFA) uses Fidelity Institutional Wealth Adviser's (FIWA) FMAX wrap fee program. The fee covers investment advice and trading costs, based on a percentage of the assets managed, up to 1.5%. AFA receives part of this fee, creating a potential conflict of interest. Clients should compare the FMAX program's overall cost and service with other options, including brokerage accounts and other advisor programs.
Location
Boerne, TX
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Allstate Financial Advisors, LLC
Allstate Financial Services, LLC
Allstate Financial Services, LLCBroker
Previous Registrations
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
Wells Fargo Advisors, LLC
Wells Fargo Advisors, LLCBroker
H. Beck, INC.
H. Beck, INC.Broker
Ferris, Baker Watts Incorporated
Ferris, Baker Watts IncorporatedBroker
A. G. Edwards & Sons, 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.