Kellett Schaffner Wealth Advisors LLC is an adviser based in Cincinnati. It manages $42 million of regulatory assets for 170 client accounts. It has been registered with the SEC as an adviser since 2017 and has operated in the jurisdiction of Ohio.
Kellett Schaffner Wealth Advisors provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, and selection of other advisers. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Kellett Schaffner Wealth Advisors LLC is $42 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 0% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Kellett Schaffner Wealth Advisors LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The principal office where Kellett Schaffner Wealth Advisors LLC performs its advisory services is located at 11006 Reading Road, Cincinnati, OH 45241, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 513-554-1472. The normal business hours are 9am - 4pm on Monday - Friday. You can find more information about the New York firm at kelletschaffner.com.