Angela Treff
Angela Treff is a CFP-designated registered investment advisor at Kestra Advisory Services, LLC, based in Towson, MD, with 27 years of industry experience. Angela is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Annuities, Education Planning, Estate Planning, Insurance Planning, and 3 more. Their firm serves 117,403 clients with $80B 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 |
|---|---|
| Any | 2.50% |
Asset-based fees range up to 2.5% of assets under management and are negotiable based on account size, registration type, and services provided.
Fee Estimator
Location
101 E Chesapeake Ave, Suite 404, Towson, MD, 21286
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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 ActivitiesSells Insurance
Angela is a partner in Craig & Treff Financial Services and sole proprietor of Angela M Treff, CPA, CFP, where she provides tax preparation/planning and insurance services, taking about a quarter of her time. She is also involved with Flowers Financial Group, consulting in preparation for a potential business sale, and serves as an Investment Advisor Representative with Kestra Advisory Services, LLC, dedicating about half her time.
Employment History
Current Registrations
Kestra Advisory Services, LLC
Kestra Investment Services, LLCBroker
Previous Registrations
NFP Advisor Services, LLC
Medallion Advisory Services, LLC
Medallion Investment Services, INC.Broker
State Registrations20 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.
Exams
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- Joseph Knight, CFPFounders Financial Securities, LLC
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