UBS Financial Services
47yrs
Top advisor by experience at UBS Financial Services
12yrs
Based in Dallas, Texas, Kassi Ferrell is a fiduciary financial advisor with 12 years of industry experience. Kassi joined Strategic Advisers in 2025, after seven years at Fidelity Personal and Workplace Advisors. Strategic Advisers offers financial planning, investment management, and selecting outside investment managers and is paid through a percentage of assets and flat fees.
One of 3926 advisors with offices in Dallas, and one of 3530 fiduciaries.
At a glance
Experience12 years (since 2014)
How that compares ?More experience than 67% of advisors at Strategic Advisers
Office8411 Preston Road Suite 130, Dallas, TX 75225
How the firm is paid ?Percent of assets, Flat fee, Other
Typical client at the firm ?$234,793
Advisors at the firm16,992
States licensed ?1 state
Services through Strategic Advisers
Financial planningInvestment management for individuals and small businessesManaging mutual fundsInvestment management for businesses and institutionsChoosing other investment managersEducational seminars and workshopsOther services
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- Mar 2025 – nowStrategic Advisers LLCCurrent firm
- 2018 – 2025Fidelity Personal and Workplace AdvisorsPreviously
- 2015 – 2018Strategic Advisers LLCPreviously
Questions to ask Kassi
Tailored to Kassi’s registration and firm.
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Kassi
How do I contact Kassi?
Call Strategic Advisers at (617) 563-7000 and ask for Kassi Ferrell. Kassi works from the Dallas, TX office.
How long has Kassi been a financial advisor?
Kassi has been in the industry since 2014, about 12 years. More experience than 67% of advisors at Strategic Advisers.
What licenses does Kassi hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Kassi a fiduciary?
Kassi is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Kassi paid?
Strategic Advisers reports being paid by a percentage of the assets they manage, flat or fixed fees, other fees. Ask Kassi for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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