KELLY FINANCIAL PLANNING, LLC

Overview

Kelly Financial Planning, LLC operates as a fee-for-service financial planning practice that emphasizes client education and hands-on planning rather than asset management. The firm’s stated activities are financial planning services and educational seminars/workshops, and it charges clients on an hourly basis. It is organized as a limited liability company with an individual owner. The firm does not identify itself as a capital allocator, is not an active ESG investor, and is not registered as a multi-state adviser. Investment implementation appears limited and conservative in scope: the firm favors mutual funds as the primary vehicle for client investments. There is no record of the firm managing pooled vehicles or directing client capital into third‑party alternative asset managers, and the adviser is not listed as a pension consultant or related adviser.

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Location & Offices