Kelsey Plummer
Pursuit Wealth Strategies · Raleigh, North Carolina
Kelsey Plummer is a fee-only financial advisor at Pursuit Wealth Strategies in Raleigh, North Carolina. Kelsey focuses on retirement planning, estate & legacy planning and tax planning. Pursuit Wealth Strategies reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
Request an introduction to Kelsey →
Specialties
Who they serve
- Executives
- Founders
- Retirees
Facts
| Firm | Pursuit Wealth Strategies |
|---|---|
| Based in | Raleigh, North Carolina |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $457.5M across 2,121 accounts |
| SEC registration | Investment adviser representative in NC · CRD 5791169 |
| Exams passed | Series 66 (2011) |
| Firm size | 7 employees |
| Disclosures | None reported |
| Website | www.pursuitwealthstrategies.com |
| Profile |
Request an introduction to Kelsey
Tell Kelsey a little about what you're looking for. Kelsey isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Kelsey
Is Kelsey Plummer a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Kelsey holds no broker registration, and Pursuit Wealth Strategies reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Kelsey charge for financial advice?
Kelsey's firm, Pursuit Wealth Strategies, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Kelsey Plummer based?
Kelsey Plummer is based in Raleigh, North Carolina.
What does Kelsey specialize in?
Kelsey's specialties include retirement planning, estate & legacy planning, tax planning and family wealth transfer. Kelsey works with executives, founders and retirees.
Is Kelsey Plummer registered with the SEC?
Yes. Kelsey Plummer is registered as an investment adviser representative in NC (CRD 5791169), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Pursuit Wealth Strategies manage?
Pursuit Wealth Strategies reports $457.5M across 2,121 accounts in assets under management.
How do I contact Kelsey Plummer?
Through Kelsey's website, www.pursuitwealthstrategies.com.
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
- Pursuit Wealth Strategies website : specialties, clients served, and fees, checked October 30, 2026
- 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.
See something wrong? Request a correction. Read our methodology.