Chelsea Newell is a CFP-designated registered investment advisor at Osaic Wealth, INC., based in Carlsbad, CA, with 5 years of industry experience. Chelsea operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Investment Management, and 1 more. Their firm serves 574,829 clients with $200B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Osaic Wealth offers investment management through several platforms, including Advisor Managed Portfolios, Unified Managed Accounts, and Signator Managed Account Platform. Fees are negotiable and based on a percentage of the assets in your account. The fees cover advisory services, custodial services, and in some cases, transaction costs. Mutual funds and ETFs within these accounts have their own internal fees. Some programs have wrap accounts where all costs are bundled into one fee.
Location
1265 Carlsbad Village Dr, #201, Carlsbad, CA, 92008
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business Activities
Chelsea is an employee of Guide My Finances through Ruzam, LLC, assisting senior advisors with paraplanning and client servicing, which is a full-time commitment. She also works as a social media influencer, creating videos about various products and venues, dedicating minimal time to this activity.
Employment History
Current Registrations
Osaic Wealth, INC.
Guide My Finances
Osaic Wealth, INC.Broker
Previous Registrations
Woodbury Financial Services, INC.Broker
Northwestern Mutual Investment Services, LLCBroker
Northwestern Mutual Investment Services, LLCBroker
State Registrations9 states
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