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Kelly Kranstuber

Advisor at LexAurum Advisors

Updated today
LexAurum Advisors logo

Firm

LexAurum Advisors

Location

Wooster, OH

Credentials

Series 65

Industry experience

5 years

About

Kelly Kranstuber is a financial advisor at LexAurum Advisors with five years of industry experience. She holds a Series 65 designation and previously worked at Whitaker-Myers Wealth Managers and Wooster Country Club. LexAurum Advisors serves individuals, families, businesses, and institutional clients by providing investment management, financial planning, and retirement plan services. The firm employs diversified, asset-allocation strategies aligned with modern portfolio theory and offers a range of risk-based managed account models implemented with low-cost ETFs and other investment vehicles.

Client services

Based on LexAurum Advisors

Financial planning Portfolio management Pension consulting

Expertise

Based on LexAurum Advisors

ESG / Sustainable investing Income planning Retirement income strategy General retirement planning

Occupation focus

Based on LexAurum Advisors

Founder/Business Owner

Fee options

Fixed

Financial planning fees may be fixed amounts; specific amounts not stated

Percentage

$0 - $2,000,000: 2.00% annually $2,000,001 - $5,000,000: 1.75% annually $5,000,001+: 1.50% annually

Commissions

Insurance product commissions and 12b-1 fees from investment companies (not from LexAurum-managed accounts)

Project-based

Financial planning fees may be hourly based; specific rates not stated

Other

Fee-only: Financial planning fees charged as fixed amount or hourly rate; fees quoted in advance and negotiable based on complexity and service level

Location

Wooster, OH

Most active in

Ohio

Work history

LexAurum Advisors, LLC

2025 - Present (1 year)

Whitaker-Myers Wealth Managers, Ltd.

2021 - 2025 (4 years)

Wooster Country Club

2015 - 2020 (5 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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