KP
CFA
KP
CFA

Kelly Lavieri Palmer

2 Years of Experience
Areas of Practice
Financial Planning & CoachingRetirement PlanningInsurance PlanningEstate Planning
Compensation
Fixed/Hourly
Firm Size
23 advisors
Number of Clients
36 clients
Average Client Portfolio
Not specified

Fee Structure

Ongoing Financial Planning Services are offered for a flat fee ranging from $100 to $3,000 per quarter. Fees are negotiable.

The Plan Services are rendered for a flat fee that is generally less than $10,000.

Annual Retainer:$400 - $12,000/year
One-Time Plan:Up to $10,000
Hourly Rate:Up to $500/hr
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KP
Kelly Lavieri Palmer

Location

Chicago, IL

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Nectarine
April 2024 - Present · 1 yr 10 mos
The Wealthy Parent
August 2023 - Present · 2 yrs 6 mos
State Registrations3 states
CAILTX
Advisor
Exams
No exam information available for this advisor.
KP
Contact
Kelly Lavieri Palmer
Kelly Lavieri Palmer - Financial Advisor | TrueAdvisor