Advisor at Asset Strategy Advisors, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Asset Strategy Advisors, LLC
Location
Wayland, MA 01778-4470
Credentials
CFP®, Series 66
Industry experience
7 years
Kaelan Fitzpatrick is a CFP®-certified financial advisor with seven years of industry experience. He is currently with Asset Strategy Advisors, LLC, where he has worked since 2024, and previously held roles at Concorde Investment Services, Fidelity Brokerage Services, and Santander Bank. Outside of his advisory work, Fitzpatrick is involved in tax consulting through Asset Strategy Tax Consultants. Asset Strategy Advisors, LLC serves individual clients, including high net worth households, and sponsor-level retirement plans by providing wealth management, financial planning, and retirement plan consulting. The firm uses individualized investment strategies, including model portfolios and ERISA plan services, and manages a majority of its assets on a non-discretionary basis.
Based on Asset Strategy Advisors, LLC
Based on Asset Strategy Advisors, LLC
Fixed fees negotiated on a client-by-client basis, commonly for financial planning, with deposits typically 50% upfront
$0 - $2 million: 1.00% - 1.50% annually $2 million - $5 million: 0.75% - 1.25% annually $5 million - $10 million: 0.50% - 1.00% annually $10 million+: Negotiable
Some affiliated representatives may receive commissions on insurance and real estate products, which are separate from ASA advisory fees
Hourly fees range from $250 to $500 per hour for specific one-time services
Minimum fee: Minimum fee of $1,250 per quarter for retirement plan consulting services (subject to negotiation) Fee-only: Fees for advisory services are negotiable and generally based on assets under management, hourly fees, or fixed fees for specific services
14 West Plain St., Suite 201
Wayland, MA 01778-4470
Massachusetts
Concorde Investment Services, LLC
2024 - Present (2 years)
Asset Strategy Advisors, LLC
2024 - Present (2 years)
Fidelity brokerage Services LLC
2018 - 2024 (6 years)
Book A Boat
2018 - 2018 (1 year)
Asset Strategy Advisors, LLC
2017 - 2017 (1 year)
Conigliaro Industries Shop Recycled Store
2017 - 2017 (1 year)
Santander Bank
2016 - 2016 (1 year)
Ithaca College
2014 - 2018 (4 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
CFA®, Series 65
Cambridge, MA
Peabody River Asset Management, LLC
Series 65
Wayland, MA
Levin Financial Planning
Series 65
Arlington, MA
Aztec Capital LLC
PFS™, Series 65
Millis, MA
MOK Financial Planning & Tax, Inc.
CFP®, Series 63, Series 66
Medfield, MA
Wolfstich Capital, LLC
CFP®, Series 65
Wellesley, MA
Curtin Financial Management, Inc.
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")