KF
CFP
KF
CFP

Kaelan C Fitzpatrick

6 Years of Experience
Broker
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingInsurance PlanningHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
10 advisors
Number of Clients
544 clients
Average Client Portfolio
$1.7M average
Assets Under Management
$917.8M

Fee Structure

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Location

24 Superior Drive, Suite 101, Natick, MA, 01760-1535

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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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Other Business Activities

Kaelan works full-time as a financial consultant for Asset Strategy Advisors, LLC, a registered investment advisory firm, since June 2024. This activity is investment-related.

Employment History
Current Registrations
Asset Strategy Advisors, LLC
July 2024 - Present · 1 yr 7 mos
Concorde Investment Services, LLC
June 2024 - Present · 1 yr 8 mos
Concorde Investment Services, LLCBroker
June 2024 - Present · 1 yr 8 mos
Previous Registrations
Fidelity Personal and Workplace Advisors
April 2019 - May 2024 · 5 yrs 1 mo
Fidelity Brokerage Services LLCBroker
January 2019 - May 2024 · 5 yrs 4 mos
State Registrations6 states
COMANHNYPAVT
AdvisorBrokerBoth
Exams
No exam information available for this advisor.