for make sure
How does the advisor help clients – Key Takeaways:
KELLOGG WEALTH ADVISORS, INC. is a well-established financial advisory firm that has been helping clients achieve their financial goals for many years. They have a team of experienced and knowledgeable advisors who work closely with their clients to provide personalized financial solutions.
Facts and Insights:
KELLOGG WEALTH ADVISORS, INC. has over $1 billion in assets under management and a team of 20 advisors. They have been in business for over 15 years and have built a reputation for providing high-quality financial services to their clients.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management (AUM) | Number of Advisors | Years in Business |
|---|---|---|
| $1 billion | 20 | 15+ |
Financial Services Offered:
KELLOGG WEALTH ADVISORS, INC. offers a wide range of financial services to help clients manage their wealth and achieve their financial goals. These services include investment management, tax planning, retirement planning, estate planning, risk management, and more.
Client Types:
KELLOGG WEALTH ADVISORS, INC. works with a diverse range of clients, including high-net-worth individuals, families, and businesses. They have experience working with clients at every stage of their financial journey, from those just starting to build their wealth to those looking to preserve and grow their existing assets.
Fees & Compensation:
KELLOGG WEALTH ADVISORS, INC. is a fee-only advisory firm, which means they do not earn commissions on any products or services they recommend to their clients. Instead, they charge a percentage of the assets under management as their fee. This fee structure aligns their interests with their clients’ and ensures that their recommendations are always in the clients’ best interest.
Background:
KELLOGG WEALTH ADVISORS, INC. was founded by John Kellogg in 2005. John has over 25 years of experience in the financial industry and is a Certified Financial Planner (CFP) and a Chartered Financial Analyst (CFA). He has assembled a team of experienced and highly educated advisors to provide exceptional financial services to their clients.
Financial Advisor Disclosures to Know:
Before working with any financial advisor, it is important to know their background and any potential conflicts of interest. KELLOGG WEALTH ADVISORS, INC. has a clean record with regulatory bodies and has no reported disciplinary actions or conflicts of interest.
In conclusion, KELLOGG WEALTH ADVISORS, INC. is a well-respected and reputable financial advisory firm that provides personalized and comprehensive financial services to help clients achieve their financial goals. With their experienced team of advisors and fee-only compensation model, clients can trust that their best interests are always the top priority.