Vaughn Kellerman is a CFP-designated registered investment advisor at Gannett Wealth Advisors, based in Cleve, OH, with 9 years of industry experience. Vaughn operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 3 more. Their firm serves 136 clients with $90M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Gannett Wealth Advisors offers wealth management services for a recurring fixed fee, ranging from $10,000 to $120,000 annually, paid monthly, quarterly, or semi-annually. The fee depends on the client's needs and the complexity of their situation. In certain circumstances, Gannett Wealth Advisors may charge a fee based on a percentage of the value of the account. The annual advisory fee is 1% of the value of the account, paid monthly. For clients who choose to engage with Gannett Wealth Advisors for tax preparation, this service is included with wealth management services at no additional cost.
Location
Cleve, OH
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Gannett Wealth Advisors
Previous Registrations
Hcm Wealth Advisors
Kestra Investment Services, LLCBroker
Kestra Advisory Services, LLC
W&s Brokerage Services, INC.
W&s Brokerage Services, INC.Broker
Fidelity Brokerage Services LLCBroker
State Registrations2 states
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.