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CFP

Elad Goren

Kestra Advisory Services, LLC
27 Years of Experience
Newbury Park, CA
1 DisclosureBrokerSells Insurance
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Elad Goren is a CFP-designated registered investment advisor at Kestra Advisory Services, LLC, based in Newbury Park, CA, with 27 years of industry experience. Elad 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.

Kestra Advisory Services, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1456 advisors
Number of Clients
117,403 clients
Average Client Portfolio
$680K average
Assets Under Management
$79.8B

Fee Structure

Minimum Investment:$10K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

3323 Old Conejo Road, Newbury Park, CA, 91320

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
July 2014
Settled
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Elad is a member of 318 LLC, is an IAR for Kestra Advisory Services, and is the CFO/Owner of Financial Pointe. He also teaches retirement planning classes and is an investor in ESSFC LLC, a dry cleaner and laundromat; Financial Pointe is an insurance business, and Elad dedicates full-time hours to it.

Employment History
Current Registrations
Kestra Investment Services, LLCBroker
October 2023 - Present · 3 yrs
Kestra Advisory Services, LLC
October 2023 - Present · 3 yrs
Previous Registrations
Osaic Wealth, INC.
September 2023 - October 2023 · 1 mo
Osaic Wealth, INC.Broker
September 2023 - October 2023 · 1 mo
Sagepoint Financial, INC.
February 2011 - September 2023 · 12 yrs 7 mos
Sagepoint Financial, INC.Broker
February 2011 - September 2023 · 12 yrs 7 mos
Next Financial Group, INC.
March 2005 - February 2011 · 5 yrs 11 mos
Next Financial Group, INC.Broker
December 2004 - February 2011 · 6 yrs 2 mos
Edward JonesBroker
April 1999 - December 2004 · 5 yrs 8 mos
State Registrations31 states
AZCACOCTDCFLGAHIIDILINMAMDMNMTNCNHNJNMNVNYORPASCTNTXUTVAWAWVWY
AdvisorBrokerBoth

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
No exam information available for this advisor.
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