Kelli Denney is a registered investment advisor at Armour Wealth Advisors, LLC, based in Tumwater, WA, with 16 years of industry experience. Kelli operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 109 clients with $110M 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 $3.0M | 1.14% |
| $3.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Fees for advisory services are negotiable.
Fee Estimator
Location
344 Cleveland Avenue Se, Ste B, Tumwater, 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 →Employment History
Current Registrations
Armour Wealth Advisors, LLC
Previous Registrations
Ragnar Wealth Management LLC
Gk Capital Partners
Morgan Stanley
State Registrations1 state
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