Kelley Mckenna is a CFP-designated registered investment advisor at Childress Capital Advisors, LLC, based in Houston, TX, with 12 years of industry experience. Kelley 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 367 clients with $830M 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 | 1.00% |
The annual fee ranges up to 1.0% annually.
Fee Estimator
Location
952 Echo Lane, Suite 365, Houston, TX, 77024
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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 →Employment History
Current Registrations
Childress Capital Advisors, LLC
Previous Registrations
Childress Capital Advisors, LLC
Stifel, Nicolaus & Company, IncorporatedBroker
Stifel, Nicolaus & Company, Incorporated
Barclays Capital INC.
Barclays Capital INC.Broker
State Registrations1 state
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