Advisor at Apricity Financial Planning
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
Apricity Financial Planning
Location
Whitehouse, OH 43571
Credentials
Series 63, Series 65
Industry experience
11 years
Kelsey Burke is a financial advisor at Apricity Financial Planning in Toledo, OH, with 10 years of industry experience. She holds the Series 63 and Series 65 designations and previously worked at Prudential Insurance Company of America and Pruco Securities, LLC for nine years. Burke hosts a podcast and is involved in nonfinancial teaching outside of her advisory work. Apricity Financial Planning serves individual and high-net-worth clients as well as small businesses, offering financial planning, discretionary investment management, and advice on retirement, tax, estate planning, and employee benefits. The firm emphasizes asset allocation and Modern Portfolio Theory, typically using passive investment strategies with mutual funds and ETFs, and provides educational seminars and workshops as a formal service.
Based on Apricity Financial Planning
Based on Apricity Financial Planning
Project-Based Financial Planning fixed fees from $1,550 to $8,000; Educational Seminars/Workshops fees from $2500 to $6000 per seminar or $35 to $1550 per individual.
$0 - $250,000: 0.75% $250,001 - $500,000: 0.50% $500,001+: 0.25%
Fee-only: Ongoing Financial Planning fees paid monthly in arrears ranging from $195 to $495; Project-Based Financial Planning fixed fees ranging from $1,550 to $8,000; Educational Seminars/Workshops fees ranging from $2500 to $6000 per seminar or $35 to $1550 per individual.
6901 Providence Street
Whitehouse, OH 43571
Ohio
Apricity Financial Planning, LLC
2023 - Present (3 years)
Prudential Insurance Company of America
2014 - 2023 (9 years)
Pruco Securities, LLC.
2014 - 2023 (9 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not 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.
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.
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