Kendell Adler is a CFP-designated registered investment advisor at Capital Square, LLC, based in Waco, TX, with 20 years of industry experience. Kendell operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 668 clients with $390M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fees are negotiable. The maximum annual fee will be 2% of assets under management.
Fee Estimator
Location
5006 Lakeland Circle, Waco, TX, 76701
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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
Capital Square, LLC
Previous Registrations
Stancorp Investment Advisers, INC.
Stancorp Equities, INC.Broker
Stancorp Investment Advisers, INC.
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
MML Investors Services, INC.Broker
Citigroup Global Markets INC.Broker
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.