Kelly Financial Planning, LLC

Overview

Kelly Financial Planning, LLC is organized as a limited liability company and appears to be a small, individually owned advisory practice focused on fee-for-service financial planning rather than asset management. The firm bills clients on an hourly basis and lists its primary client-facing activities as financial planning services and delivering educational seminars or workshops. It does not market itself as an ESG investor, is not a multi-state adviser, and does not act as a capital allocator or pension consultant. The adviser is classified as unclassified in public records and is not identified as a related adviser to another firm. Registration details such as SEC registration year are not provided in the available profile. Service delivery seems oriented toward advice and education rather than discretionary portfolio management.

Investments & Alternatives

Location & Offices