Kelly Renner is a CFP-designated registered investment advisor at Rossby Financial, LLC, based in Augusta, GA, 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 Alternative Investments, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 3,910 clients with $850M 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% |
Maximum management fee will not exceed 2.50% of assets under management. Fees are negotiable.
Fee Estimator
Location
3540 Wheeler Road, Suite 304, Augusta, GA, 30909
Get directionsHistory
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 independent insurance agent for various companies and also sells LegalShield services, dedicating a few hours per week. She also owns rental commercial real estate and sells fixed insurance products to individuals and businesses, spending about 10% of her time on the latter.
Employment History
Current Registrations
Rossby Financial, LLC
Previous Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
H.D. Vest Advisory Services, INC
Hd Vest Investment ServicesBroker
PFS Investments INC.Broker
State Registrations4 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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