Quinn Mickelson
Quinn Mickelson is a CFP-designated registered investment advisor at Kintra Wealth, LLC, based in Marysville, OH, with 5 years of industry experience. Quinn operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 2,914 clients with $1.5B 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 | 1.25% |
| $500K - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.60% |
| $10.0M - $15.0M | 0.50% |
| $15.0M - $25.0M | 0.40% |
| $25M+ | 0.30% |
Fees are negotiable and certain clients may have grandfathered fee structures from previous advisors. Clients also pay a separate platform fee ranging from 0.01% to 0.05%.
Fee Estimator
Location
127 W 5th St, Marysville, OH, 43040
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
Quinn sells fixed insurance products since June 2022, spending minimal time on this activity. This activity is investment-related and conducted at a branch location.
Employment History
Current Registrations
Kintra Wealth, LLC
Kintra Investments, LLC
Previous Registrations
Commonwealth Financial Network
Commonwealth Financial NetworkBroker
State Registrations2 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
More Advisors
- Megan Collins, CFPKintra Wealth, LLC
- Ryan Mickelson, CFPKintra Wealth, LLC
- Wesley Bean, CFAKintra Wealth, LLC
- Tyler Metzger, CFPKintra Wealth, LLC
- Mark Finney, CFPKintra Wealth, LLC
- James Cox, CFPKintra Wealth, LLC