How does the advisor help clients – Key Takeaways:
Kelly & Associates, LLC provides expert financial advice to individuals and businesses alike. Their team of highly experienced advisors helps clients navigate the complexities of financial planning, investing, and wealth management.
Through a personalized approach, they assist clients in setting and achieving their financial goals. Whether it’s planning for retirement, managing investments, or creating a comprehensive financial strategy, Kelly & Associates, LLC is dedicated to helping their clients thrive financially.
Facts and Insights:
Kelly & Associates, LLC is a leading financial advisory firm with a strong track record of success. They have been in business for over 15 years and have accumulated a wealth of knowledge and expertise in the financial industry. Their team of advisors have a combined experience of over 50 years, making them one of the most reliable and trusted sources for financial advice.
The firm manages over $500 million in assets for their clients and has a team of 10 dedicated advisors. Their success is built on a solid foundation of personalized service, transparency, and a commitment to helping their clients achieve financial success.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | 15 years |
Financial Services Offered:
Kelly & Associates, LLC offers a wide range of financial services to meet the diverse needs of their clients. Some of the services they specialize in include financial planning, investment management, retirement planning, estate planning, and tax planning.
Their team of advisors works closely with each client to understand their individual financial goals and create a customized plan to help them achieve those goals.
Client Types:
Kelly & Associates, LLC serves a diverse range of clients, including individuals, families, and businesses of all sizes. They work with clients from various industries and professions, and have the expertise to cater to their specific needs.
The firm takes a personalized approach to each client, understanding their unique financial situation and tailoring their services to best meet their needs and goals.
Fees & Compensation:
Kelly & Associates, LLC believes in full transparency when it comes to fees and compensation. They are a fee-only firm, which means they do not earn any commissions from the products or services they recommend. Instead, they charge a percentage of the assets they manage or a flat fee for their services.
This fee structure ensures that their recommendations are solely based on their clients’ best interests, and not on any potential financial gain for the firm.
Background:
Kelly & Associates, LLC was founded by financial expert, John Kelly, who has over 25 years of experience in the industry. His passion for helping individuals and businesses achieve financial success led him to establish the firm in 2005.
Under his leadership, Kelly & Associates, LLC has grown into a highly reputable and trusted financial advisory firm, dedicated to providing top-notch service and expert advice to their clients.
Financial Advisor Disclosures to Know:
Kelly & Associates, LLC believes in transparency and always ensures their clients are aware of any potential conflicts of interest. The firm adheres to strict regulatory guidelines and discloses any relevant information to their clients.
As a registered investment advisor, the firm is legally required to disclose any disciplinary actions, potential conflicts of interest, and material facts that could impact their clients’ financial decisions.