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Adam Paoli

Kestra Advisory Services, LLC
21 Years of Experience
Elmhurst, IL
BrokerSells Insurance
View SEC Summary
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Adam Paoli is a registered investment advisor at Kestra Advisory Services, LLC, based in Elmhurst, IL, with 21 years of industry experience. Adam is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Annuities, Education Planning, Estate Planning, Insurance Planning, and 3 more. Their firm serves 117,403 clients with $80B in assets under management.

Kestra Advisory Services, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1450 advisors
Number of Clients
117,403 clients
Average Client Portfolio
$680K average
Assets Under Management
$79.8B

Fee Structure

Minimum Investment:$10K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

Asset-based fees range up to 2.5% of assets under management and are negotiable based on account size, registration type, and services provided.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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Location

132 N York St, Suite 3K, Elmhurst, IL, 60126

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Adam is the Founder & Lead Wealth Planner at Coltiva Wealth Planning Partners, where he provides financial advice and recommends various financial products, including insurance. He also works as a Wealth Planner at Kestra Advisory Services LLC, offering investment advisory services and recommending financial products.

Employment History
Current Registrations
Kestra Investment Services, LLCBroker
October 2021 - Present · 5 yrs
Kestra Advisory Services, LLC
October 2021 - Present · 5 yrs
Previous Registrations
Hornor, Townsend & Kent, LLC
July 2009 - October 2021 · 12 yrs 3 mos
Hornor, Townsend & Kent, LLCBroker
July 2009 - October 2021 · 12 yrs 3 mos
Signator Investors, INC.
March 2006 - June 2009 · 3 yrs 3 mos
Signator Investors, INC.Broker
July 2005 - June 2009 · 3 yrs 11 mos
State Registrations26 states
AZCACOCTFLGAIAILINKYMDMIMNMOMSNCNJNMNVNYOHORPASCTXWI
AdvisorBrokerBoth

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
No exam information available for this advisor.
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