Kelly Daylong
Kelly Daylong is a registered investment advisor at Financial & Estate Advisors, INC, based in Woodinville, WA, with 27 years of industry experience. Kelly operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Insurance Planning, Investment Management, and 1 more. Their firm serves 89 clients with $54M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | Included |
| $500K - $1.0M | Included |
| $1.0M - $2.0M | Included |
| $2.0M - $3.0M | Included |
| $3M+ | Included |
Fees are based on a percentage of investment management fees, hourly charges, and fixed fees. The IAR’s fee is separate and in addition to the management fees charged by the TPMM for their service. TPMM fees will be provided to the client in the TPMM’s Form ADV Part 2A and its separate advisory contract. The client will not pay more than 2% per year for the combined IAR fee and TPMM fee. The Adviser can negotiate its fee to a minimum 0.50% per year but cannot negotiate or waive any portion of the TPMM fee.
Fee Estimator
Location
Woodinville, WA
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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.
Learn about disclosures →Other Business Activities
Kelly is an office administrator for Financial & Estate Advisors, Inc. and an assistant to a registered investment advisor. Kelly is also a notary public for the state of Washington.
Employment History
Current Registrations
Financial & Estate Advisors, INC
United Planners' Financial Services of America a Limited PartnerBroker
Previous Registrations
Sagepoint Financial, INC.Broker
Sunamerica Securities, INC.Broker
Lincoln Financial Advisors CorporationBroker
The Lincoln National Life Insurance CompanyBroker
W. S. Griffith & CO., 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.