BK
CFA
BK
CFA

Bryan Gilbert Kelly

19 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningHigh Net Worth
Compensation
Fee-Only (AUM)
Firm Size
1 advisor
Number of Clients
25 clients
Average Client Portfolio
$1.0M average
Assets Under Management
$25.6M

Fee Structure

Minimum Investment:None
Financial Planning:Investment management only
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $25K2.00%
$25K - $100K1.75%
$100K - $250K1.50%
$250K - $1.0M1.25%
$1.0M - $4.0M1.00%
$4M+0.80%

Fees are generally negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

1790 Hughes Landing Blvd. Suite 400, The Woodlands, TX, 77380

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History

Regulatory History
Clean regulatory record

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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Employment History
Current Registrations
Hodos Wealth Group, LLC
January 2021 - Present · 5 yrs 1 mo
Previous Registrations
Private Advisor Group, LLC
November 2012 - February 2021 · 8 yrs 3 mos
LPL Financial LLCBroker
November 2012 - January 2021 · 8 yrs 2 mos
Investment Advisors
September 2008 - December 2012 · 4 yrs 3 mos
Proequities, INC.Broker
February 2006 - December 2012 · 6 yrs 10 mos
State Registrations2 states
LATX
Advisor
Exams
No exam information available for this advisor.