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Kelly Ellebracht

6 Years of Experience
Dallas, TX
Broker

Kelly Ellebracht is a registered investment advisor at Hightower Advisors, LLC, based in Dallas, TX, with 6 years of industry experience. Their practice areas include Investment Management, Retirement Planning. Their firm serves 56,418 clients with $160B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1028 advisors
Number of Clients
56,418 clients
Average Client Portfolio
$2.9M average
Assets Under Management
$164.8B

Fee Structure

Hightower Advisors offers investment management services where fees are negotiable and can be calculated as a percentage of your portfolio. The percentage can be a flat rate, tiered based on asset levels, or tiered floating. Fees are typically deducted from your account and can be charged either in advance or after the service is provided, calculated quarterly or monthly. Some advisors may adjust fees based on significant deposits or withdrawals during the billing cycle. The firm may also household accounts for price breaks.

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Location

8411 Preston Road, Suite 700, Dallas, TX, 75225

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Kelly serves as Secretary on the Board of Directors for the Fredericksburg ISD Education Foundation. This activity, which is not investment-related, requires minimal time.

Employment History
Current Registrations
Hightower Securities, LLCBroker
September 2023 - Present · 2 yrs 8 mos
Hightower Advisors, LLC
September 2023 - Present · 2 yrs 8 mos
Previous Registrations
Ameriprise Financial Services, LLC
January 2020 - September 2023 · 3 yrs 8 mos
Ameriprise Financial Services, LLCBroker
November 2019 - September 2023 · 3 yrs 10 mos
State Registrations1 state
TX
AdvisorBrokerBoth

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
No exam information available for this advisor.
Kelly Ellebracht - Financial Advisor | TrueAdvisor