Kelly Burkhead
Kelly Burkhead is a CFP-designated registered investment advisor at Parady Wealth Management, based in Yalaha, FL, with 12 years of industry experience. Kelly operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 938 clients with $160M 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 | 0.65% |
Includes both Parady Wealth Management's 0.50% fee and CreativeOne's 0.15% platform fee.
Fee Estimator
Location
Yalaha, FL
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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 →Other Business ActivitiesSells Insurance
Kelly is the Vice President of Sales at Parady Financial Group, a licensed insurance agency, since 2012. She spends nearly full-time hours meeting with clients and preparing retirement income strategies.
Employment History
Current Registrations
Parady Wealth Management
Previous Registrations
Parady Investments, LLC
Strategic Advisers, INC.
State Registrations2 states
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.