Kristen Worth is a registered investment advisor at Flywheel Private Wealth LLC, based in Los Altos, CA, with 22 years of industry experience. Kristen operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management. Their firm serves 121 clients with $420M 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 | 1.50% |
Existing clients may be grandfathered and charged according to their existing fee rate. Fees for programs offered through Wells Fargo Advisors are: Private Advisor Network ($0-$500K: 1.75%, Next $500K: 1.50%, Next $4M: 1.25%, Above $5M: Negotiable), Personalized Unified Managed Account (1.75%), FundSource® (1.50%).
Fee Estimator
Location
4 Main Street, Suite 240, Los Altos, CA, 94022
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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
Flywheel Private Wealth LLC
Previous Registrations
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
Barclay West Financial Advisors
Sagepoint Financial, INC.Broker
Wachovia Securities, LLCBroker
E*trade Securities LLCBroker
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.