Kelly L'esperance
Advisor at Barking Sands Capital
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.
Advisor at Barking Sands Capital
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.
Location
Troy, MI 48084
Credentials
Series 63, Series 66
Industry experience
20 years
Kelly L'esperance is a financial advisor with Barking Sands Capital in Minnetonka, MN, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. Since 2011, Kelly has operated The L'esperance Group, LLC. In addition to advisory services, Kelly is licensed as an insurance agent in Michigan and Minnesota, dedicating a limited portion of time to this activity. Barking Sands Capital provides personalized, fee-based investment management and financial planning to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm serves both individual and high-net-worth clients, managing approximately $35 million with a focus on core-equity and moderate-growth strategies implemented through discretionary portfolio management.
Based on Barking Sands Capital
Based on Barking Sands Capital
$100,000 - $250,000: 1.50% $250,001 - $500,000: 1.25% $500,001 - $1,000,000: 1.00% $1,000,001 - $3,000,000: 0.75% $3,000,001+: 0.50%
$250 per hour for limited scope engagements and follow-up implementation work
Account minimum: $100,000 Minimum fee: Minimum annual fee of $1,500 for Advisory Service Agreement; minimum fee for financial plan is $750 Fee-only: Financial planning fees range from $750 to $5,000 (negotiable); hourly planning rate is $250/hour
101 W. Big Beaver Rd., Suite 1400
Troy, MI 48084
Michigan · Minnesota
The L'esperance Group, Llc
2011 - Present (15 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.
Is not active or affiliated with:
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.
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.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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")