Advisor at WELLth Advisory Services, 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
WELLth Advisory Services, LLC
Location
Charlotte, NC
Credentials
Series 63, Series 65
Industry experience
2 years
Fixed financial planning fees generally range from $250 to $30,000, typically paid 50% in advance and balance upon completion.
$0 - $1,000,000: 2.0% annually $1,001,000 - $2,000,000: 1.5% annually $2,000,001+: 1.0% annually
Certain investment adviser representatives are dually registered and may earn commissions on securities sales outside advisory accounts.
Hourly financial planning fees generally $250/hour.
Fee-only: Hourly fees for financial planning generally $250/hour. Fixed fees for financial planning generally range from $250 to $30,000.
WELLth Advisory Services, LLC
2024 - Present (2 years)
Global Retirement Partners, LLC
2023 - 2024 (1 year)
Strategic Retirement Partners
2023 - Present (3 years)
Fidelity Investments
2021 - 2023 (2 years)
Walsh Duffield
2020 - 2021 (1 year)
Walsh Duffield
2018 - 2018 (1 year)
Brookfield Country Club
2017 - 2021 (4 years)
Clarence Middle School
2013 - 2022 (9 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.
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:
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.
CFP®, Series 63, Series 66
Joliet, IL
Edward Jones
Series 66
Oswego, IL
Fidelity
Tatyana Gorski is Vice President and Wealth Planner at Fidelity Investments, a position she has held since 2024. She is a CERTIFIED FINANCIAL PLANNER™ professional committed to creating personalized wealth plans to help clients pursue their financial goals and dreams. Prior to her current role, she served as Vice President, Financial Consultant at Fidelity Investments from 2023 to 2024 and held several positions at the company since 2014, including Financial Consultant, Investment Consultant, and Financial Representative. Throughout her career at Fidelity Investments, Tatyana has gained extensive experience in wealth planning and financial consulting. She focuses on helping clients take advantage of opportunities and protect against risks through tailored financial strategies. Outside of her professional work, Tatyana has interests in beach activities, golf, movies, outdoor adventures, parenthood, and traveling.
Series 66
Joliet, IL
Edward Jones
Series 63, Series 65
Oswego, IL
Fidelity
Kevin Gelso is a Financial Consultant at Fidelity Investments, a position he has held since 2021. He focuses on helping clients work towards their financial goals through planning and guidance, utilizing the full resources of Fidelity to support their objectives. Prior to joining Fidelity, he served as a Financial Advisor at Northwestern Mutual from 2019 to 2021. With experience in financial consulting and advising, Kevin is committed to earning client trust as an essential part of the advisor-client relationship. His professional background centers on providing financial planning services and support to individuals seeking to reach their financial aspirations. Outside of his professional work, Kevin has interests in baseball, cars, food, golf, puzzles, and running.
Series 63, Series 66
Morris, IL
Edward Jones
Series 66
Romeoville, IL
Fidelity
Jordan Pemble is a Financial Consultant currently working at Fidelity Investments since 2021. In this role, Jordan partners with families to develop financial plans and provides education to support well-informed financial decisions. Jordan specializes in retirement planning, investment strategy, and income protection, and collaborates with a wealth management team that addresses tax-efficient investing and estate planning considerations. Prior to joining Fidelity Investments, Jordan held positions at Merrill, serving as Assistant Vice President and Relationship Manager from 2020 to 2021, and as an Investment Consultant from 2017 to 2020. Jordan holds an Arkansas Insurance License. Outside of professional responsibilities, Jordan has personal interests in baseball, family activities, and traveling.
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