Kelsey Hasterlik
Kelsey Hasterlik is a CFP-designated registered investment advisor at Independent Financial Group, LLC, based in San Diego, CA, with 15 years of industry experience. Kelsey is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Annuities, Business Owners, Charitable Giving, and 9 more. Their firm serves 26,635 clients with $13B 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 |
|---|---|
| Up to $250K | 2.00% |
| $250K - $500K | 2.00% |
| $500K - $1.0M | 2.00% |
| $1.0M - $2.0M | 2.00% |
| $2.0M - $5.0M | 2.00% |
| $5M+ | 2.00% |
Maximum advisor fee is shown; program fees (0.04% to 0.16%) and transaction charges may apply depending on the selected program. Fees are negotiable.
Fee Estimator
Location
12671 High Bluff Dr, Ste 200, San Diego, CA, 92130
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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 works as an independent contractor providing consulting services for Paxton Consulting Group since 2020, dedicating about 10-20% of her time. She also provides consulting services for Mountain View Capital, LLC since 2023, dedicating minimal time.
Employment History
Current Registrations
Independent Financial Group, LLCBroker
Independent Financial Group, LLC
Previous Registrations
Emerson Equity LLCBroker
Shopoff Securities, INC.Broker
Northstar Securities, LLCBroker
Sgl Investment Advisors, INC.
S.G. Long & CompanyBroker
Lord, Abbett & CO. LLC
Lord Abbett Distributor LLCBroker
D.A. Davidson & CO.Broker
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.
Exams
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