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Matthew Kelley

Stonex Advisors INC.
27 Years of Experience
Cincinnati, OH
2 DisclosuresBroker
View SEC Summary
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Matthew Kelley is a registered investment advisor at Stonex Advisors INC., based in Cincinnati, OH, with 27 years of industry experience. Matthew is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 9,843 clients with $5.1B in assets under management.

Stonex Advisors INC.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
233 advisors
Number of Clients
9,843 clients
Average Client Portfolio
$517K average
Assets Under Management
$5.1B

Fee Structure

Minimum Investment:$10K
Investment management only (planning not offered)
Minimum Annual Fee:$200
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Fees are negotiated between the client and financial advisor up to a maximum annualized rate of 2.00% for standard assets and 1.50% for annuity allocations. Subject to a minimum annual fee of $200 or 0.10%, whichever is greater ($300 for Unified Managed Accounts). American Funds F2 platform has a separate tiered schedule of 0.80% and 0.55%.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

1080 Nimitzview Drive, Suite 204, Cincinnati, OH, 45230

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History

Regulatory History (2)
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Judgment / Lien
February 2020
Judgment / Lien
March 2013
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Stonex Advisors INC.
September 2025 - Present · 1 yr 1 mo
Stonex Securities INC.Broker
November 2014 - Present · 11 yrs 11 mos
Previous Registrations
Ameriprise Financial Services, INC.Broker
June 2009 - November 2012 · 3 yrs 5 mos
Wrp Investments, INC.Broker
May 2002 - October 2007 · 5 yrs 5 mos
Brecek & Young Advisors, INC.Broker
May 2001 - February 2002 · 9 mos
Donahue Securities, INC.Broker
January 1997 - March 2001 · 4 yrs 2 mos
Aag Securities, INC.Broker
March 1995 - January 1997 · 1 yr 10 mos
State Registrations3 states
INKYOH
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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