Seth Kelly is a CFA-designated registered investment advisor at Core Planning, based in Jefferson City, MO, with 4 years of industry experience. Seth 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 5 more. Their firm serves 867 clients with $530M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.25% |
Maximum annual fee of 1.25%. Fees are negotiable and depend on the money manager selected, account value, and cash holdings.
Fee Estimator
Location
Jefferson City, MO
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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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Seth spends about half his time as an investment officer with MoDOT & Patrol Employees' Retirement System since June 2021, working on pension system strategy and investment policy. This role does not involve individual clients or families.
Employment History
Current Registrations
Core Planning
State Registrations1 state
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
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