Emily Kelly is a registered investment advisor at Sfg Wealth Advisors, LLC, based in Tampa, FL, with 1 years of industry experience. Emily 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 262 clients with $160M 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 $250K | 1.50% |
| $250K - $750K | 1.25% |
| $750K - $1.5M | 1.00% |
| $1.5M - $3.0M | 0.80% |
| $3.0M - $5.0M | 0.60% |
| $5.0M - $10.0M | 0.40% |
| $10M+ | 0.25% |
The Linear fee schedule applies to households with $0 to $1.5 million in assets under management. The Blended fee schedule applies to households with over $1.5 million in assets under management. Fees are negotiable. If assets are managed through Frontier Asset Management, their fees range from 0.10% to 0.50% per year, in addition to SFG Wealth Advisors' fees.
Fee Estimator
Location
705 West Azeele Street, Tampa, FL, 33606
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 Activities
Emily works as a Client Services Coordinator at Snyder Financial Group since 2018. This investment-related activity takes about half of Emily's time during trading hours.
Employment History
Current Registrations
Sfg Wealth Advisors, 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.