Kelly Haslbeck
Kelly Haslbeck is a registered investment advisor at Clarion Wealth Management Partners, based in Fairfax, VA, with 7 years of industry experience. Kelly operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 384 clients with $310M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.50% |
| $2.0M - $4.0M | 1.25% |
| $4.0M - $6.0M | 1.00% |
| $6M+ | 0.80% |
AUM is per household. Fees are negotiable.
Fee Estimator
Location
12500 Fair Lakes Circle, Suite 250, Fairfax, VA, 22033
Get directionsHistory
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 ActivitiesSells Insurance
Kelly is licensed to sell non-variable insurance and annuities. She spends a few hours per week on this investment-related activity.
Employment History
Current Registrations
Clarion Wealth Management Partners
Previous Registrations
Eversource Wealth Advisors, LLC
Commonwealth Financial Network
Commonwealth Financial NetworkBroker
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.