Kelsey White is a registered investment advisor at Financial Life Planners, based in Tempe, AZ. Kelsey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 298 clients with $210M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.50% |
| $100K - $250K | 1.30% |
| $250K - $500K | 1.20% |
| $500K - $2.0M | 1.00% |
| $2M+ | 0.75% |
Fees are negotiable. Financial planning services are included at no additional charge for investment management clients.
Fee Estimator
Location
2151 E Broadway, Suite 203, Tempe, AZ, 85282
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
Financial Life Planners
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
- Gina WightFinancial Life Planners
- Andrew Figueroa, CFPMorgan Stanley
- Nicholas Brock, CFPEdward Jones
- Matthew Boltz, CFA, CFPEdward Jones
- Kerry Tanner, CFPIndependent Financial Group, LLC
- Jeremy Vaught, CFPMartinsen Wealth Management