Kelsey Gray is a registered investment advisor at Wlfb INC, based in Bellevue, WA, with 16 years of industry experience. Kelsey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Retirement Planning. Their firm serves 58 clients.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
WLFB does not directly manage your investments. Instead, WLFB recommends third-party investment advisors who will manage your money. You'll pay the third-party advisor a fee based on the amount they manage. WLFB receives a portion of that fee from the third-party advisor. The fees charged by the third-party advisors range from 0.60% to 1.5%.
Location
Bellevue, WA
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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
Kelsey is the owner and operator of Spectrum, LLC, providing labor relations and efficiency consulting services.
Employment History
Current Registrations
Wlfb INC
Previous Registrations
The Advisor Source, INC.
State Registrations1 state
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.