Kelly Zitting
Kelly Zitting is a CFP-designated registered investment advisor at Osaic Advisory Services, LLC, based in Draper, UT, 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 Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 1 more. Their firm serves 28,410 clients with $12B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Osaic Advisors offers investment management through several programs:
- Ally Account: Fees are negotiable, with a maximum annual fee of 2.50%. Transaction charges apply.
- Counsel Account: Fees are negotiable, with a maximum annual fee of 2.50%. This is a wrap account, so the fee covers both advice and transactions.
- Partner Program: Access to third-party managers with varying fees. Osaic either receives a portion of the fee or charges a separate consulting fee.
- Plan Participant Retirement Program: Maximum 3% annual fee, either fixed or tiered, based on assets in your retirement plan account.
Location
38 E Scenic Pointe Dr, Suite 140, Draper, UT, 84020
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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 is an owner and insurance advisor at Partner Alliance Advisors, dedicating about 10-20% of her time. She also serves as an Assistant S3 OIC in the US Army Reserve, taking about a quarter of her time, and as a trustee for the Tracy Zitting Trust, requiring minimal time. Additionally, Kelly receives residual compensation from Compass Insurance, is involved with life settlements through The Ashar Group, and holds various outside insurance appointments.
Employment History
Current Registrations
Osaic Advisory Services, LLC
Osaic Wealth, INC.Broker
Previous Registrations
Equitable Advisors, LLC
Equitable Advisors, LLCBroker
Arbor Point Advisors
Securities America, INC.Broker
Allstate Financial Services, LLCBroker
Allstate Financial Advisors, LLC
MML Investors Services, LLC
MML Investors Services, LLCBroker
Strategic Advisers, INC.
Strategic Advisers, INC.
Fidelity Brokerage Services LLCBroker
State Registrations6 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.