Brian Kellett
Brian Kellett is a CFP-designated registered investment advisor at Kellett Wealth Advisors, LLC, based in Cincinnati, OH, with 21 years of industry experience. Brian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning, Tax Planning. Their firm serves 465 clients with $340M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Kellett Wealth Advisors offers two investment management services:
- Asset Management (SIMPLE IRA): The maximum annual fee is 1% of the account value, billed monthly in advance.
- Comprehensive Portfolio Management: The maximum annual fee is 1.15% of the account value, billed monthly in advance. This service includes tax preparation at no additional cost.
Location
8944 Blue Ash Road, Cincinnati, OH, 45242
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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
Brian is the owner of Kellett Schaffner Wealth Advisors, LLC, a fee-based investment advisory practice, dedicating about 10-20% of his time. He also sells term life insurance, spending minimal time on this activity, and is an assistant varsity basketball coach at St. Xavier Highschool, spending a few hours per week. Brian is also a managing member of GNK Properties, LLC, which owns the building from which the RIA conducts business, spending minimal time on this.
Employment History
Current Registrations
Kellett Wealth Advisors, LLC
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
LPL Financial LLC
LPL Financial LLCBroker
Primevest Financial Services, INC.
Primevest Financial Services, INC.Broker
Hornor, Townsend & Kent, INC.
Hornor, Townsend & Kent, INC.Broker
Foresters Equity Services, INC.Broker
Hornor, Townsend & Kent, 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.