Kaitlyn Laney
Kaitlyn Laney is a CFP-designated registered investment advisor at Sowell Management, based in Scottsdale, AZ, with 14 years of industry experience. Kaitlyn operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 6,572 clients with $4.2B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Sowell Management charges an annual fee based on the value of your portfolio. This fee can be up to 2.5% per year, but the exact amount depends on the size and composition of your portfolio, the services you receive, and the specific investment advisor representative you work with. Fees are typically charged in advance, but can also be billed after the fact. The fee may be negotiable.
Location
7047 East Greenway Parkway, Suite 250, Scottsdale, AZ, 85254
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Regulatory History (1)
Employment Separation After Allegations
August 2018Other Business ActivitiesSells Insurance
Kaitlyn is an Arizona licensed insurance producer since 2016, with authority in life, accident, health, and sickness lines. She spends minimal time outside of market hours selling insurance policies and products for a commission.
Employment History
Current Registrations
Sowell Management
Previous Registrations
Cwm, LLC
Silverhawk Asset Management, LLC
Fidelity Personal and Workplace Advisors
Strategic Advisers LLC
Fidelity Brokerage Services LLCBroker
Vanguard Marketing CorporationBroker
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.