Kelly Larson is a registered investment advisor at Ele Advisory Services, INC, based in Peachtree City, GA, with 2 years of industry experience. Kelly operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more. Their firm serves 1,156 clients with $130M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
ELE Advisory Services charges a percentage of your portfolio each year. The exact percentage is determined at the start of the engagement, but will not exceed 3% annually, including any fees paid to a third-party money manager. A one-time financial wellness fee of $500 is charged to open an account, but this fee is negotiable.
Location
Peachtree City, GA
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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 ActivitiesSells Insurance
Kelly is a general agent for 1st Consumer Insurance Agency, marketing and selling various insurance products, dedicating about a quarter of her time. She also works as an assistant for Financial Wealth Solutions and as an administrative assistant and investment advisor representative for ELE Wealth Solutions and ELE Advisory Services, respectively, spending a few hours per week and about half her time on these roles.
Employment History
Current Registrations
Ele Advisory Services, INC
State Registrations16 states
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