Kellie Raasch is a CFP-designated registered investment advisor at Malakoff Wealth, based in Danville, CA, with 5 years of industry experience. Kellie operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Retirement Planning, Tax Planning.
Compensation
Firm Size
IM Fee
Fee Structure
Malakoff Wealth may charge an annual retainer fee ranging from $150 to $10,000, depending on the complexity of your financial situation. This fee is payable quarterly, biannually, or annually in arrears.
Malakoff Wealth charges a fixed fee for written financial plans, ranging from $300 to $5,000, depending on the complexity of your financial situation. Half of the fee is due upon engagement, and the balance is due upon presentation of the plan.
Location
809 Podva Road, Danville, CA, 94526
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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 Activities
Kellie operates Master Wealth as a DBA for her LPL business, dedicating full-time hours. She also works as a Notary Public, spending minimal time on this activity.
Employment History
Current Registrations
Malakoff Wealth
LPL Financial LLC
LPL Financial LLC
LPL Financial LLCBroker
State Registrations4 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.