Kelly Elsensohn
Crusonia Wealth Advisors · Castle Rock, Colorado
Kelly Elsensohn is a fee-only financial advisor at Crusonia Wealth Advisors in Castle Rock, Colorado, who holds the CFP credential. Crusonia Wealth Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Crusonia Wealth Advisors |
|---|---|
| Based in | Castle Rock, Colorado |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $1.18B across 1,960 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CO, TX · CRD 5646181 |
| Firm size | 20 employees |
| Disclosures | None reported |
| Website | wwwlinkedin.com/company/jonasson-retirement-solutions |
How Kelly's firm compares
- Crusonia Wealth Advisors's average account is about $601,000, from its Form ADV (assets managed divided by 1,960 accounts).
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Questions about Kelly
Is Kelly Elsensohn a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Kelly holds no broker registration, and Crusonia Wealth Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Kelly charge for financial advice?
Kelly's firm, Crusonia Wealth Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Kelly Elsensohn based?
Kelly Elsensohn is based in Castle Rock, Colorado.
What credentials does Kelly Elsensohn hold?
Kelly Elsensohn holds the CFP credential.
Is Kelly Elsensohn registered with the SEC?
Yes. Kelly Elsensohn is registered as an investment adviser representative in CO and TX (CRD 5646181), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Crusonia Wealth Advisors manage?
Crusonia Wealth Advisors reports $1.18B across 1,960 accounts in assets under management.
How do I contact Kelly Elsensohn?
Through Kelly's website, wwwlinkedin.com/company/jonasson-retirement-solutions.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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