Kaylee Urbanek is a registered investment advisor at Curran Financial Partners, LLC, based in Daniel Island, SC, with 2 years of industry experience. Kaylee operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 1,315 clients with $750M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
The active management service standard fee is 1.50% of assets under management. The passive management service standard fee is 1.00%. Fees are negotiable.
Fee Estimator
Location
115 River Landing Dr, Suite 200, Daniel Island, SC, 29492
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 →Employment History
Current Registrations
Curran Financial Partners, LLC
Previous Registrations
Annex Wealth Management, LLC
State Registrations1 state
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
- Adam Curran, CFPCurran Financial Partners, LLC
- Michael BaerCurran Financial Partners, LLC
- James Sheehan, CFPLPL Financial LLC
- Gary Sawyer, ChFC
- Steven Wickline, CFASouthstate Private Capital Management LLC
- Aaron Justice, CFP, ChFCSouthstate Private Capital Management LLC