Emily Bushong is a CFP-designated registered investment advisor at Kaizen Financial Advisors, LLC, based in Canyon Lake, CA, with 15 years of industry experience. Emily operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, High Net Worth, Investment Management, and 2 more. Their firm serves 140 clients with $240M 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 $2.0M | 1.00% |
| $2.0M - $5.0M | 0.50% |
| $5.0M - $10.0M | 0.35% |
| $10.0M - $25.0M | 0.25% |
| $25M+ | 0.15% |
Fees are negotiable. There is a minimum annual fee of $5,000, billed quarterly at $1,250 per quarter. At Kaizen's discretion, they may combine the account values of family members to determine the applicable advisory fee.
Fee Estimator
Location
Canyon Lake, CA
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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.
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Emily operates her LPL business through Pence Wealth Management, taking about half of her time. She also owns an Etsy store selling vintage clothing and home decor, works as an assistant to a real estate broker, is a managing member of Terricini Partners, and is a notary public.
Employment History
Current Registrations
Kaizen Financial Advisors, LLC
Previous Registrations
Pence Wealth Management, INC.
LPL Financial LLCBroker
LPL Financial LLC
Pence Wealth Management Corporation
LPL Financial LLC
LPL Financial LLCBroker
Financial Counseling Resources LLC
Npb Financial Group, LLCBroker
Npb Financial Group, LLC
Northwestern Mutual Investment Services, LLCBroker
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.