Kelly Stecklein is a CFP-designated registered investment advisor at Cs Planning CORP, based in Frisco, CO, with 23 years of industry experience. Kelly operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 2,819 clients with $1.3B 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 $1.5M | 1.50% |
| $1.5M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.90% |
| $10M+ | 0.90% |
Fees negotiable above $10,000,000. Minimum fee: $15,000.00
Fee Estimator
Location
Frisco, CO
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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
Kelly sells fixed insurance products including life, disability, annuities, and long-term care. Kelly also co-owns rental property, acts as a trustee for family members, and is a financial advisor doing business as Wealth Evolution Group, spending about 10-20% of her time on that business.
Employment History
Current Registrations
Cs Planning CORP
Previous Registrations
The Institute
Hinds Financial Group INC
Cetera Advisor Networks LLCBroker
Cetera Advisor Networks LLC
Securities America, INC.Broker
Securities America Advisors, INC.
Hornor, Townsend & Kent, INC.
Hornor, Townsend & Kent, INC.Broker
Wells Fargo Investments, LLC
Wells Fargo Investments, LLCBroker
Charles Schwab & 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.