Kelly Elsensohn is a CFP-designated registered investment advisor at Crusonia Wealth Advisors LLC, based in Castle Rock, CO, with 12 years of industry experience. Kelly operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Charitable Giving, Education Planning, and 8 more. Their firm serves 542 clients with $1.2B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fees are negotiable based on the size and scope of the engagement, complexity, and anticipated assets, but will not exceed 2.00% per year.
Fee Estimator
Location
333 Perry Street, Suite 306, Castle Rock, CO, 80104
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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
Kelly is the owner and CPA at Elsensohn & Associates, P.C., a public accounting firm, since 2003. She spends about half her time on this activity between February and April, and about 10-20% of her time otherwise, performing bookkeeping, tax planning, and other operational duties.
Employment History
Current Registrations
Crusonia Wealth Advisors LLC
Previous Registrations
Wealthsource®
Frontier Wealth Management, LLC
Comprehensive Personal Financial Advisors
State Registrations2 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.
Exams
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