Kelsey Curtis is a CFP-designated registered investment advisor at Robinswood Financial, based in Kirkland, WA, with 8 years of industry experience. Kelsey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 487 clients with $370M 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 $1.0M | 0.75% |
| $1.0M - $5.0M | 0.20% |
| $5M+ | 0.10% |
*Minimum annual management fee of $1,875 per household. Minimum account requirements may be negotiable.
Fee Estimator
Location
3425 Carillon Point, Building 3000, 4th Floor, Kirkland, WA, 98033
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
Kelsey owns Fresh Look Financial Strategies LLC, where she dedicates a few hours per week to insurance sales and service. She also works as a driver for Amazon about 10-20% of her time, dog sits on the weekend, and is a membership coordinator for a non-profit, dedicating minimal time to each.
Employment History
Current Registrations
Robinswood Financial
Previous Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Decker Retirement Planning INC.
Merit Financial Advisors
Triad Investment Management
LPL Financial LLCBroker
Key Investment Services LLCBroker
Thrivent Investment Management INC.Broker
Thrivent Investment Management INC.Broker
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.