Kelly Payne is a registered investment advisor at Step by Step Financial, LLC, based in Tulsa, OK. Kelly operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 66 clients with $63M 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 $3.0M | 1.00% |
| $3.0M - $6.0M | 0.60% |
| $6M+ | 0.50% |
Fees are negotiable based on legacy arrangements, family relationships, services provided, account complexity, and tenure. A $5,000 minimum annual fee applies to assets-based billing. Clients under $500,000 typically pay a flat annual fee of $5,000 instead.
Fee Estimator
Location
9717 E. 42nd St., Suite 103, Tulsa, OK, 74146
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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 →Employment History
Current Registrations
Step by Step Financial, 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
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