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 Charitable Giving, Education Planning, Estate Planning, Investment Management, and 2 more. Their firm serves 79 clients with $160M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Crusonia Wealth Advisors offers wealth advisory services where the maximum annual fee charged will not exceed 2.00%. The specific fee will be outlined in your advisory agreement. Fees are negotiable and are billed quarterly in advance or in arrears based on the value of your account on the last day of the previous quarter. These fees are deducted from your account. If a third-party investment manager is used, their fees are in addition to Crusonia Wealth Advisors' fees.
Location
333 Perry Street, Suite 306, Castle Rock, CO, 80104
Get directionsHistory
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.