Kaitlyn Laney
Advisor at Sowell Management
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.
Firm
Sowell Management
Location
Scottsdale, AZ 85254
Credentials
CFP®, Series 63, Series 66
Industry experience
14 years
About
Kaitlyn Laney is a CFP®-certified financial advisor with 14 years of industry experience, currently with Sowell Management since 2023. Her prior roles include positions at Fidelity and Silverhawk Asset Management, among others. She is also a licensed insurance producer in Arizona, holding life, accident, health, and sickness lines of authority. Sowell Management serves a diverse client base including individuals, retirement plans, corporations, and institutions, providing portfolio management, financial planning, retirement plan advisory, and related services. The firm operates through an independent contractor model, utilizing model portfolios, third-party sub-advisors, and unified managed account platforms to implement investment strategies.
Client services
Based on Sowell Management
Financial planning
Portfolio management
Selection of other advisers
Expertise
Based on Sowell Management
Income planning
Wealth management
Tax strategies for small businesses
Fee options
Fixed fees for financial planning up to $10,000; subscription fees generally $50 to $200 per month for self-directed planning tools
Commissions may be earned by certain registered representatives for securities and insurance products; commissions may exceed advisory fees
Hourly fees for consulting from $150 to $500, depending on complexity and professional
Subscription self-directed financial planning tools generally $50 to $200 per month
Account minimum: $50,000 Minimum fee: Minimum quarterly fee of $25 per household Fee-only: Fixed fees up to $10,000 for financial planning; hourly fees $150 to $500 for consulting
Location
7047 East Greenway Parkway, Suite 250
Scottsdale, AZ 85254
Most active in
Kaitlyn L has reported serving >5 clients in these states in the last 12 months.
Arizona
Work history
Sowell Management
2023 - Present (3 years)
CWM, LLC
2023 - 2023 (1 year)
Silverhawk Insurance Services, LLC
2019 - 2023 (4 years)
Silverhawk Asset Management, LLC
2018 - 2023 (5 years)
Fidelity Personal and workplace Advisors
2018 - 2018 (1 year)
Fidelity
2015 - 2018 (3 years)
Fidelity brokerage Services LLC
2015 - 2018 (3 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.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Is not active or affiliated with:
-
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.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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CFP®, Series 63, Series 66
Scottsdale, AZ
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Series 65
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CFP®, Series 63
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Nicholas G
Series 63, Series 65
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FMT Investment Advisory
Joel K
Series 63, Series 65
Scottsdale, AZ
Karpinski Financial, LLC
Sam D
Series 65
Scottsdale, AZ
DeGreen Private Wealth, LLC
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