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How does the financial planning firm help clients – Key Takeaways:
Kelly Financial Planning, LLC is a trusted financial advisory firm that specializes in creating personalized financial plans for each of its clients. As a fiduciary, the firm is committed to putting its clients’ best interests first and providing them with expert advice to help them achieve their financial goals.
Here are some key takeaways on how Kelly Financial Planning, LLC helps its clients:
- Creates personalized financial plans
- Acts as a fiduciary putting clients’ best interests first
- Provides expert financial advice
- Helps clients achieve their financial goals
Facts and Insights
Kelly Financial Planning, LLC has been in business since 2005 and has a team of experienced and knowledgeable advisors. The firm is dedicated to staying up-to-date on the latest financial trends and strategies to provide its clients with the best possible advice. By staying informed and educated, Kelly Financial Planning, LLC is able to provide valuable insights to its clients to help them make informed financial decisions.
Assets Under Management, Number of Advisors and Time in Business:
| Firm | Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|---|
| Kelly Financial Planning, LLC | $ |
Financial Services Offered
Kelly Financial Planning, LLC offers a wide range of financial services to help its clients achieve their goals and secure their financial future. Some of the services offered include:
- Retirement planning
- Investment management
- Tax planning
- Estate planning
- Education planning
- Insurance solutions
Client Types
Kelly Financial Planning, LLC works with a diverse group of clients including:
- Individuals
- Families
- Business owners
- High-net-worth individuals
Fees & Compensation
Kelly Financial Planning, LLC operates on a fee-only basis, meaning that the firm is only compensated by the fees paid by its clients. This ensures that there are no conflicts of interest and the firm is fully focused on providing the best advice for its clients’ financial well-being. The firm’s fees are based on a percentage of assets under management, with a minimum annual fee of $.
Background
Kelly Financial Planning, LLC was founded by John Kelly in 2005 after spending working in the financial industry. Mr. Kelly is a certified financial planner (CFP) and a member of the National Association of Personal Financial Advisors (NAPFA). Under his leadership, the firm has grown to become a trusted financial advisory firm with a commitment to putting clients first.
Financial Advisor Disclosures to Know
As a registered investment adviser, Kelly Financial Planning, LLC is required to disclose any potential conflicts of interest that may arise with its clients. This includes any outside business activities, affiliations with other companies, and any disciplinary history of the firm and its advisors. Clients can access this information through the firm’s Form ADV, available upon request.