Kelli Young
Kelli Young is a ChFC-designated registered investment advisor at Ascentis Independent Advisors, LLC, based in North Bend, WA, with 21 years of industry experience. Kelli 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 2 more. Their firm serves 2,208 clients with $1.7B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Ascentis Independent Advisors offers asset management and comprehensive portfolio management services. The maximum annual fee for these services is 2.00% of the value of your account, deducted quarterly in advance. Fees are negotiable. Ascentis may invest client assets in models created by affiliates, who could be compensated.
Location
331 Bendigo Blvd N, North Bend, WA, 98045
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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
Kelli is a Wealth Manager at Longevity Wealth, LLC dba Golden State Equity Partners, LLC, dedicating full-time hours to this role. She is also a licensed insurance agent and co-owner of rental properties, spending minimal time on each of these activities.
Employment History
Current Registrations
Ascentis Independent Advisors, LLC
Previous Registrations
Golden State Equity Advisors, LLC
Miller Advisors, INC.
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Metlife Securities INC.
Metlife Securities INC.Broker
Metropolitan Life Insurance CompanyBroker
State Registrations1 state
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.