Kelly Lesnick
Kelly Lesnick is a registered investment advisor at First Heartland Consultants, INC., based in Boerne, TX, with 11 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, Insurance Planning, and 3 more. Their firm serves 6,771 clients with $1.8B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
First Heartland Consultants offers a non-wrap program where your advisor manages your investments for a fee. The maximum fee is 1.75% of the assets managed, but the actual fee is negotiated between you and your advisor. This fee is paid quarterly in advance.
They also offer a 401(k) self-directed brokerage account program (SDBA) through The Pacific Financial Group (TPFG). In this program, First Heartland receives 0.75% of your assets annually, paid monthly, which is split between First Heartland and your advisor.
Location
Boerne, TX
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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 a member of Lesnick Company TX, LLC, offering securities and fixed insurance products, and provides investment advisory services through First Heartland Consultants. She also works as a producer/owner for Oak Hill Medicare Solutions and manages rental property for her parents, in addition to working as a systems administrator/trainer for Advancia Aeronautics.
Employment History
Current Registrations
First Heartland Capital, INC.Broker
First Heartland Consultants, INC.
Previous Registrations
Transamerica Financial Advisors, INC.
Transamerica Financial Advisors, INCBroker
State Registrations10 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.