Erin Savage-Weaver
Erin Savage-Weaver is a CFP-designated registered investment advisor at Kestra Advisory Services, LLC, based in Cincinnati, OH, with 10 years of industry experience. Erin is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Annuities, Education Planning, Estate Planning, Insurance Planning, and 3 more. Their firm serves 117,403 clients with $80B 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 | 2.50% |
Asset-based fees range up to 2.5% of assets under management and are negotiable based on account size, registration type, and services provided.
Fee Estimator
Location
125 Boggs Lane, Cincinnati, OH, 45246
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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 →Other Business Activities
Erin works as a Registered Field Assistant for Kehoe Financial Advisors, dedicating nearly full-time hours to supporting advisors with client meetings and paperwork. She also serves on the board of Senior Advocate Action Group, volunteers as a tax counselor for AARP, and is the Secretary/Treasurer for BNI - Achievers Chapter, dedicating minimal time to each of these activities.
Employment History
Current Registrations
Kestra Advisory Services, LLC
Kestra Investment Services, LLCBroker
Previous Registrations
Valmark Advisers, INC.
Valmark Securities, INC.Broker
Resonate Advisors, INC.
State Registrations3 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.
Exams
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