Our Relationship

Summary of Client Relationship Disclosures and the Benefits of Working with Element Wealth Advisors

At Element Wealth Advisors, our affiliation with Kestra Advisory Services, LLC and Kestra Investment Services, LLC allows us to offer clients both investment advisory and brokerage services tailored to their individual needs. These services include professionally managed portfolios, access to third-party investment managers, and customized financial planning—all delivered with a fiduciary duty* to act in your best interest.

We believe transparency matters. Advisory accounts typically involve asset-based or fixed costs, while brokerage accounts may include transaction-based commissions. These structures create different incentives, and our role is to help you navigate them clearly. We are committed to disclosing potential conflicts of interest, minimizing unnecessary costs, and ensuring you fully understand how we’re compensated.

How This Helps You:

Comprehensive Advice: We offer discretionary portfolio management, retirement account guidance, and financial planning—all under one roof.
Fiduciary Standard*: As your advisor, we’re legally and ethically obligated to put your interests first.
Ongoing Monitoring: Your investment strategy is reviewed regularly to stay aligned with your goals.
No Proprietary Products: Our investment recommendations are independent and based on what's best for you—not on internal product sales.
Clear Cost Structure: We’ll explain how fees work, what you’re paying, and how it impacts your long-term outcomes.

By working with Element Wealth Advisors, you gain access to a team that combines personalized financial planning with the strength and support of a nationally regulated advisory platform. Our goal is to deliver clarity, reduce complexity, and help you move forward with confidence.