Chelsea Kiehler is a CFA-designated registered investment advisor at Sequent Planning, LLC, based in Suwanee, GA, with 16 years of industry experience. Chelsea operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Insurance Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 5,102 clients with $390M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Sequent Planning offers asset management services where they manage your investments. The annual advisory fee will never exceed 1.75%. The exact fee is negotiable based on factors such as the advisor, client type, and complexity of the situation. You may also incur additional charges from third parties, such as mutual fund expenses and custodian fees.
Location
Suwanee, GA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Chelsea is VP of Marketing and Strategic Development at Senior Market Sales, focusing on business development between Sequent Planning and Alliant Registered Investment Advisers, spending a few hours per week. She also volunteers for BEATs Inc. and serves on the Laural Springs HOA board, dedicating minimal time to each.
Employment History
Current Registrations
Sequent Planning, LLC
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Morgan Stanley Smith Barney LLC
Morgan Stanley Smith BarneyBroker
State Registrations5 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.