Evan Kellenberger is a registered investment advisor at Advisory Solutions Group, based in Portland, OR, with 15 years of industry experience. Evan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
ASG charges a percentage of your portfolio each year, up to a maximum of 2.50%. The exact fee is negotiable and depends on the complexity of the services. Clients may also be charged up to $35 per trade as an administrative fee for directed trades.
Location
3395 SW Garden View Ave, Portland, OR, 97225
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
Advisory Solutions Group
Cs Planning CORP
Previous Registrations
Symons Capital Management INC
State Registrations2 states
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.