Decided to move elsewhere
We worked with Kellen for about a year and had a positive experience initially. Having always managed our own finances, we were clear that we wanted to stay closely involved in decisions as we built trust. Over time, though, the level of service declined and the approach felt more standardized than tailored to our preferences. There were also instances where money was moved or invested without our sign-off or an agreed-upon plan in place, which was particularly concerning. Ultimately, we realized we weren’t comfortable with the level of visibility and control we had. Combined with changes to the firm’s fee structure, we decided to move our accounts elsewhere.
By Alexa
Response from AWM - Advisor Wealth Management· Sep 22, 2026
Thank you for sharing your feedback. We’re sorry that our communication and level of service did not consistently meet your expectations, particularly given your desire to remain closely involved in the management of your accounts. Service is everything to our firm. We do want to clarify one point regarding money movement. Client assets are held with an independent third-party custodian, and any authorization to move money between accounts requires written client consent. Those authorizations are obtained at account opening, and clients retain full control over which accounts are opted into or excluded from that authorization. That said, we recognize that proper authorization and clear communication are not the same thing. Clients should understand what is happening in their accounts and feel comfortable with the process. We appreciate your feedback and wish you the best going forward.