John Kelley is a CFP-designated registered investment advisor at Financial Legacy Management, Nc., based in Little Rock, AR, with 25 years of industry experience. John 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 350 clients with $160M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1M+ | 0.80% |
Clients are subject to a minimum annual fee of $1,000. Fees may be waived or negotiated based on historical relationships, account composition, and anticipated future assets.
Fee Estimator
Location
13 Office Park Drive, Little Rock, AR, 72211
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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.
Learn about disclosures →Employment History
Current Registrations
Financial Legacy Management, Nc.
Previous Registrations
Financial Legacy Management, Nc.
The Arkansas Financial Group, INC.
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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