Patrick Kelly is a CFP-designated registered investment advisor at Aries Financial Navigators, INC., based in Lititz, PA, with 16 years of industry experience. Patrick operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 70 clients with $81M 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 | 0.90% |
| $1.0M - $5.0M | 0.75% |
| $5M+ | 0.75% |
Fees for amounts over $5,000,000 are negotiable. The minimum annual advisory fee is $6,000.
Fee Estimator
Location
201 Rock Lititz Blvd, Suite #54, Lititz, PA, 17543
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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 Activities
Patrick is the Owner and Manager of Aries Financial Resources, providing tax preparation services primarily for clients of Aries Financial Navigators, Inc. This takes minimal time.
Employment History
Current Registrations
Aries Financial Navigators, INC.
Previous Registrations
Rodgers & Associates
Lehman Financial Resources, INC.
M Holdings Securities, 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.
Exams
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