Kelly Fraser
Advisor at Fidelity
Updated today
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.
About
Kelly Fraser is the Vice President and Executive Planning Consultant at Fidelity Investments, a position held since 2021. In this role, Kelly partners with clients to promote personal and financial well-being by aligning and utilizing relevant corporate benefits and collaborative wealth planning. Leveraging Fidelity's extensive resources, Kelly works to simplify complex financial matters and create customized plans tailored to clients' priorities.
Prior to joining Fidelity Investments, Kelly served as a Senior Wealth Management Advisor at Wambolt & Associates from 2019 to 2021. Kelly has extensive experience in financial services, having worked as a Senior Learning Manager at Charles Schwab & Co, Inc. from 2017 to 2019, and as a Private Client Advisor with Schwab Private Client Registered Investment Advisor from 2005 to 2017. Kelly holds a California Insurance License.
Outside of professional commitments, Kelly enjoys fishing, hiking, music, reading, and skiing.
Client services
Based on Fidelity
Financial planning
Portfolio management
Selection of other advisers
Educational seminars or workshops
Provider of model portfolios
Expertise
Exec comp design
Liquidity event planning
Startup equity planning
Retirement income strategy
General retirement planning
Occupation focus
Executive
Location
Tabernash, CO
Most active in
Kelly F has reported serving >5 clients in these states in the last 12 months.
Colorado · Texas
Work history
Fidelity Investments
2025 - Present (1 year)
fidelity Investments
2021 - Present (5 years)
Wambolt & Associates LLC
2019 - 2021 (2 years)
Centric Investment Group, Inc.
2019 - 2019 (1 year)
Charles Schwab
2017 - 2019 (2 years)
Schwab Private Client Investment Advisory
2003 - 2017 (14 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
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.
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.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
Meaghan B
Series 65
Granby, CO
Headwaters Financial Planning, LLC
Amy H
CFP®, Series 66
Fraser, CO
Equita Financial Network, Inc.
Conner H
Series 63, Series 65
Fraser, CO
Osaic Advisory Services, LLC
Joseph R
Series 63, Series 66
Fraser, CO
Osaic Advisory Services, LLC
Ryan W
Series 66
Fraser, CO
Osaic Advisory Services, LLC
Christine R
Series 66
Winter Park, CO
Commonwealth Financial Network
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