Kellen Williams
Kellen Williams is a CFP-designated registered investment advisor at Financial Harvest Wealth Advisors, based in Winter Park, FL, with 9 years of industry experience. Kellen 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 2 more. Their firm serves 320 clients with $560M 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 $500K | 1.35% |
| $500K - $1.5M | 0.95% |
| $1.5M - $2.5M | 0.90% |
| $2.5M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.70% |
| $10M+ | 0.50% |
Fees are negotiable within each tier. A $5,000 minimum annual fee applies and may be waived.
Fee Estimator
Location
1091 West Morse Boulevard, Suite 200, Winter Park, FL, 32789
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 Activities
Kellen works as a model for Bailey's Entertainment Group, a talent agency, since February 2019. This activity requires minimal time and is not investment-related.
Employment History
Current Registrations
Financial Harvest Wealth Advisors
Previous Registrations
Charles Schwab & CO., INC.
Charles Schwab & CO., INC.Broker
State Registrations1 state
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