Kelsey Morrison is a registered investment advisor at Creative Planning, based in Shoreline, WA, with 17 years of industry experience. Kelsey 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. Their firm serves 84,858 clients with $220B 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 $500K | 1.20% |
| $500K - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.80% |
| $10.0M - $25.0M | 0.70% |
| $25.0M - $50.0M | 0.40% |
| $50.0M - $100.0M | 0.30% |
| $100M+ | 0.25% |
Fees and how they are charged are negotiable.
Fee Estimator
Location
Shoreline, WA
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 →Other Business ActivitiesSells Insurance
Kelsey is an independent insurance agent selling fixed insurance products, including life, disability, and long-term care insurance products since 2006, dedicating about 10-20% of her time. She also works as a registered investment advisor consulting on retirement plans and preparing financial plans since 2007, spending about 10-20% of her time on this activity.
Employment History
Current Registrations
Creative Planning
Duncan & Haley, LTD.
Previous Registrations
Duncan & Haley, LTD.
Duncan & Haley, LTD.
LPL Financial LLC
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.