Kelly Monroe
Kelly Monroe is a registered investment advisor at Keystone Advisory Group, based in Hollister, CA, with 19 years of industry experience. Kelly operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Investment Management, and 2 more. Their firm serves 121 clients with $61M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Keystone Advisory Group offers investment management through wrapped accounts only. Please refer to the Wrap Fee Program Brochure for more information about the fees for this service.
Location
2440 Bert Drive, Building 200, Suite 204, Hollister, CA, 95023
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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 an independent insurance agent selling fixed annuity and health insurance products, dedicating minimal time to this activity. She also instructs federal employees on benefits through FERS Blueprint, spending about 10-20% of her time on this, and manages Villa-Momo Properties, LLC, a personal property investment, with no time commitment.
Employment History
Current Registrations
Keystone Advisory Group
Previous Registrations
Brokers International Financial Services, LLC
H. Beck, INC.
Multi-Financial Securities Corporation
Legacy Advisory Services, INC.
State Registrations4 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.