Theodore Kelly is a CFP-designated registered investment advisor at Kelly Financial Planning, LLC, based in Cincinnati, OH, with 9 years of industry experience. Theodore 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, Financial Planning & Coaching, and 4 more.
Compensation
Firm Size
IM Fee
Fee Structure
Kelly Financial Planning charges $425 per hour for financial planning services. They may quote a flat fee or a range of estimated fees. Clients submit the lesser of $500 or one-half of the total financial planning fee at the time of signing. The balance is due at the presentation meeting.
Location
9435 Waterstone Blvd, Suite 140, Cincinnati, OH, 45249
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Theodore is an independent board member at Warsaw Federal Savings and Loan since July 2023. He dedicates minimal time to attending board meetings.
Employment History
Current Registrations
Kelly Financial Planning, LLC
State Registrations1 state
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