Kerstin Driscoll-Witt
Kerstin Driscoll-Witt is a registered investment advisor at S.E.E.D. Planning Group, LLC, based in Cincinnati, OH, with 12 years of industry experience. Kerstin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 763 clients with $570M 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 | 2.00% |
Investment advisory fees may be as high as 2% per annum, subject to a minimum fee of $2,500. Fees are based on each client's specific scope of work.
Fee Estimator
Location
Cincinnati, OH
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 →Employment History
Current Registrations
S.E.E.D. Planning Group, LLC
Previous Registrations
Fidelity Brokerage Services LLCBroker
Northwestern Mutual Investment Services, LLCBroker
State Registrations2 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
More Advisors
- Jamie Caudill, CFPAdvice and Planning Services
- Amanda Simmons, CFPMariner
- Andrew Kucia, CFPJohnson Investment Counsel, INC.
- Joseph Hack, CFPMai Capital Management, LLC
- Michael Yannucci, CFPCommonwealth Financial Network
- Joseph Patterson, CFPFoster & Motley INC