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BK
CFP
BK
CFP

Bryan Kelly

The Kelly Group
33 Years of Experience
Bel Air, MD
1 Disclosure
View SEC Summary
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Bryan Kelly is a CFP-designated registered investment advisor at The Kelly Group, based in Bel Air, MD, with 33 years of industry experience. Bryan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Federal Employees, and 5 more. Their firm serves 1,113 clients with $1.1B in assets under management.

The Kelly Group
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
16 advisors
Number of Clients
1,113 clients
Average Client Portfolio
$1.0M average
Assets Under Management
$1.1B

Fee Structure

Planning is included in investment management (also available separately)
Minimum Annual Fee:$2,200
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $100K1.50%
$100K - $200K1.40%
$200K - $300K1.30%
$300K - $400K1.20%
$400K - $500K1.10%
$500K - $1.0M1.00%
$1.0M - $2.0M0.95%
$2M+0.50%

Fees are negotiable. Family accounts are aggregated for fee calculation. Annuities are charged 1.0% for values under $1M and 0.50% for $1M and over.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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Contact

BK
Bryan Kelly

Location

48 East Gordon Street, Bel Air, MD, 21014

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
February 2010
Denied
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Bryan is involved in several outside business activities, including serving on the board of directors for Upper Chesapeake Medical Center and its foundation, as well as Harford Bank. He also owns commercial real estate, is the president of The Darlington Company, owns Kelly Financial Group, is a partner in Strength Through Fellowship, LLC, and is a board member of Atlas Point, LLC.

Employment History
Current Registrations
The Kelly Group
January 2021 - Present · 5 yrs 9 mos
Previous Registrations
Cambridge Investment Research Advisors, INC.
March 2005 - December 2020 · 15 yrs 9 mos
Cambridge Investment Reserarch, INC.
March 2000 - March 2005 · 5 yrs
Cambridge Investment Research, INC.Broker
March 2000 - December 2020 · 20 yrs 9 mos
H.D. Vest Investment Securities, INC.Broker
April 1997 - March 2000 · 2 yrs 11 mos
Fidelity Brokerage Services, INC.Broker
June 1995 - April 1997 · 1 yr 10 mos
First Maryland Brokerage CorporationBroker
May 1995 - June 1995 · 1 mo
H.D. Vest Investment Securities, INC.Broker
October 1994 - April 1995 · 6 mos
Fidelity Brokerage Services, INC.Broker
October 1993 - September 1994 · 11 mos
Fsc Securities CorporationBroker
October 1992 - October 1993 · 1 yr
State Registrations11 states
CADEMDMINCNHOHPASCTXVA
Advisor

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Exams
No exam information available for this advisor.
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Bryan Kelly