Kelly Kariker is a CFP-designated registered investment advisor at White Sand Wealth Management, based in Liberty, MO, with 4 years of industry experience. Kelly operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more. Their firm serves 197 clients with $170M 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 | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $3.0M | 0.60% |
| $3M+ | 0.50% |
Fees are negotiable.
Fee Estimator
Location
131 S Water Street, Liberty, MO, 64068
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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
White Sand Wealth Management
Previous Registrations
Bok Financial Advisors
State Registrations3 states
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