About KELSEY FINANCIAL, LLC
KELSEY FINANCIAL, LLC is a premier financial advisory firm that provides expert guidance and services to clients seeking financial stability and growth. With a team of experienced and knowledgeable advisors, KELSEY FINANCIAL, LLC helps clients navigate the complex world of finance and make informed decisions that align with their financial goals.
How does the advisor help clients – Key Takeaways:
- Expert financial guidance and services
- Help clients achieve financial stability and growth
- Assist in navigating the complex world of finance
- Make informed decisions that align with financial goals
Facts and Insights
KELSEY FINANCIAL, LLC has over 10 years of experience in the financial industry and has helped countless clients achieve their financial goals. The firm has a solid reputation for providing personalized and tailored services to each client. With a team of highly qualified and experienced advisors, KELSEY FINANCIAL, LLC stays abreast of the latest trends and developments in the financial industry to provide clients with the best possible guidance and solutions.
Assets Under Management, Number of Advisors, and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million+ | 10+ | Over 10 years |
Financial Services Offered
KELSEY FINANCIAL, LLC offers a range of financial services to help clients effectively manage and grow their wealth. These services include investment management, retirement planning, tax planning, estate planning, and more. The firm takes a holistic approach to financial planning, considering all aspects of a client’s financial situation to develop a customized plan to achieve their goals.
Client Types
KELSEY FINANCIAL, LLC serves a diverse range of clients, including high net worth individuals, small business owners, retirees, and professionals. The firm believes in building long-term relationships with its clients and tailoring its services to meet their unique needs and goals. This client-centric approach has earned KELSEY FINANCIAL, LLC a reputation as a trusted and reliable financial advisor.
Fees & Compensation
KELSEY FINANCIAL, LLC is a fee-only advisory firm, which means the firm only charges fees for its services and does not earn commissions from recommending specific investments. This fee structure aligns the firm’s interests with those of its clients, ensuring unbiased and objective financial advice. The firm’s fees are based on a percentage of assets under management, allowing for a transparent and fair compensation structure.
Background
KELSEY FINANCIAL, LLC was founded by John Kelsey, a highly experienced and respected financial advisor. With over 20 years of experience in the industry, John has a deep understanding of the complexities of the financial world and is dedicated to helping clients achieve their financial goals. He holds various industry certifications, including the Certified Financial Planner (CFP®) and Chartered Financial Analyst (CFA®) designations, demonstrating his expertise and commitment to the highest standards of professionalism.
Financial Advisor Disclosures to Know
KELSEY FINANCIAL, LLC operates with complete transparency and fully discloses any potential conflicts of interest to clients. The firm has a strict code of ethics and follows all industry regulations, ensuring that clients receive trustworthy and reliable advice at all times.