A complete list of active advisors currently associated with Kellett Wealth Advisors, LLC

Warmer can help you find a great advisor at Kellett Wealth Advisors, LLC or one who fits your needs even better.

Kellett Wealth Advisors primarily serves individual and high-net-worth clients, along with trusts, retirement plans and other business entities, managing approximately $344 million in client assets. The firm provides asset management (limited to SIMPLE IRA accounts), comprehensive portfolio management that integrates financial planning, and retirement plan consulting. The firm’s investment approach is tailored to individual client goals and risk tolerances and relies on a mix of methods—fundamental and technical analysis, asset allocation, and active monitoring and rebalancing. Portfolios may include individual equities, fixed income, mutual funds, ETFs, options and other public or private securities, and the firm routinely rebalances accounts and accommodates reasonable client-imposed investment restrictions. Distinctive features include the firm’s documented use of derivatives and options strategies (including covered calls) within separately managed accounts, a practice that is uncommon among peers in this support-sized category. In addition, several representatives are licensed insurance agents who receive commissions on insurance sales, and one registered representative who is an Enrolled Agent provides tax-preparation services (offered complimentary to comprehensive management clients), each of which the brochure identifies as potential conflicts the firm says it manages while acting as a fiduciary.

To learn more about the advisors currently working at Kellett Wealth Advisors, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.