Kaleigh Prentice is a registered investment advisor at Prentice Financial Planning, LLC, based in Olympia, WA, with 11 years of industry experience. Kaleigh operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 180 clients with $97M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $850K | 1.50% |
| $850K - $1.5M | 0.90% |
| $1.5M+ | 0.10% |
Households over $1,000,000 receive Advanced Financial Planning at no additional fee. For clients using the Ultra Conservative investment model the fee charge is a flat .3%. This is not negotiable, and the Ultra Conservative account will not be included to calculate the tiered fee amount.
Fee Estimator
Location
2407 Pacific Avenue,, Suite A, Olympia, WA, 98501
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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 Activities
Kaleigh owns a rental home since 2020, handling rent collection and upkeep, dedicating minimal time. She also owns a cookie-making business since 2023, spending about a quarter of her time making and decorating cookies.
Employment History
Current Registrations
Prentice Financial Planning, LLC
Previous Registrations
United Planners' Financial Services of America a Limited Partner
LPL Financial LLC
State Registrations1 state
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