Kellie Raasch is a CFP-designated registered investment advisor at Malakoff Wealth, based in Danville, CA, with 6 years of industry experience. Kellie is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Retirement Planning, and 1 more.
Compensation
Firm Size
IM Fee
Fee Structure
Malakoff Wealth charges an annual retainer fee for ongoing planning and consulting services:
- Retainer fee range — $150 to $10,000 per year, depending on how complex your financial situation is
- Payment schedule — Payable quarterly, biannually, or annually
- Services included — Regular reviews of your financial plan, ongoing consultations, and asset allocation adjustments when needed
- Comprehensive financial plan — Fixed fees range from $300 to $5,000 depending on the complexity of your financial situation
- Hourly consulting — Up to $300 per hour for specific financial questions and consultations
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 Registrations3 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
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