Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningCharitable GivingDivorce PlanningHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
27 advisors
Number of Clients
771 clients
Average Client Portfolio
$5.7M average
Assets Under Management
$4.4B

Fee Structure

AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $2.0M1.00%
$2.0M - $5.0M0.85%
$5.0M - $10.0M0.65%
$10M+0.55%

Fees are negotiable and subject to various objective and subjective factors.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

555 Great Circle Road, Nashville, TN, 37228

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History

Regulatory History
Clean regulatory record

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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Employment History
Current Registrations
Baker Tilly Wealth Management, LLC
August 2025 - Present · 6 mos
Previous Registrations
Brightchoice Financial, LLCBroker
January 2021 - January 2024 · 3 yrs
Kraft Asset Management, LLC
February 2020 - August 2025 · 5 yrs 6 mos
Raymond James Financial Services Advisors, INC
February 2019 - November 2019 · 9 mos
Raymond James Financial Services, INC.Broker
September 2018 - November 2019 · 1 yr 2 mos
State Registrations1 state
TN
Advisor
Exams
No exam information available for this advisor.
Kelsey Ann Kennedy - Financial Advisor | TrueAdvisor