Mort Kelly Financial Services, LLC

Overview

Mort Kelly Financial Services, LLC is a small, independent registered investment adviser organized as an LLC that serves individual and family clients. The firm functions both as an adviser and an insurance broker, combining fee-based planning and portfolio management with insurance product distribution. It describes itself as a capital allocator and offers a range of billing options — percentage of AUM, hourly, subscription, fixed fees and other arrangements — which allows flexibility for different client engagements. Advisory capabilities listed include comprehensive financial planning, portfolio management for individuals and small businesses, and the selection of third‑party advisers. The firm also publishes periodicals or newsletters, suggesting ongoing client communication and thought leadership at a boutique scale. Mort Kelly Financial Services, LLC is not an active ESG investor and operates from a single state footprint rather than as a multi‑state adviser.

Assets & Accounts

Investments & Alternatives

Location & Offices