Whitney Kelley is a CFP-designated registered investment advisor at Pathways Advisory Group, INC., based in Fresno, CA, with 5 years of industry experience. Whitney operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more. Their firm serves 186 clients with $390M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Pathways Advisory Group's fees for the Financial Consulting Service are based on a percentage of your investment portfolio's market value. The minimum quarterly fee is $1250.
- First $500,000: 1.50% per year
- Portion between $500,000 - $1,000,000: 0.75% per year
- Portion between $1,000,000 - $3,000,000: 0.50% per year
- Portion above $3,000,000: 0.25% per year
For the Retirement Plan Consulting Service:
- First $1,000,000: 1.00% per year
- Portion between $1,000,000 - $3,000,000: 0.50% per year
- Portion over $3,000,000: 0.25% per year The minimum quarterly fee is $1250.
For the Trustee Consulting Service:
- First $1,000,000: 1.00% per year
- Portion between $1,000,000 - $3,000,000: 0.50% per year
- Portion over $3,000,000: 0.25% per year The minimum quarterly fee is $1250.
Contact
Whitney Kelley
Location
684 West Cromwell Avenue, Suite 103, Fresno, CA, 93711
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Pathways Advisory Group, INC.
State Registrations1 state
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