Ricky Kelley is a CFP-designated registered investment advisor at Rd Kelley Financial Group, based in Tucson, AZ, with 12 years of industry experience. Ricky operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 2 more. Their firm serves 5 clients with $12M in assets under management.
Compensation
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RD Kelley Financial Group offers ongoing investment management and financial planning for a fixed monthly fee based on the complexity of your financial situation. Factors include the number of household members, amount of financial planning required, number and type of accounts, net worth, life stage, business interests, and real estate ownership. The minimum fee is $416.67 per month, but this may be negotiable.
Location
4540 N Harrison Rd, Tucson, AZ, 85749
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Rd Kelley Financial Group
Previous Registrations
Raskob Kambourian Financial Advisors, LTD.
State Registrations1 state
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