Kelly Adams is a CFP-designated registered investment advisor at Easley Investment Consultants, INC., based in Ridgeland, MS, with 17 years of industry experience. Kelly 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, Insurance Planning, and 2 more. Their firm serves 357 clients with $220M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Easley Investment Consultants offers portfolio management as part of a bundled fee program. This bundled fee covers advisory services, trade execution, and custody. The firm may also use third-party money managers to manage a portion of your account. Financial planning may be included at no extra cost.
Location
1050 Northpark Drive, Suite D, Ridgeland, MS, 39157
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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.
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Kelly serves as treasurer for both St Phillips Episcopal Church (since 2018) and Jackson Yacht Club (since 2024), compiling and presenting budgets. These activities are not investment-related and take a few hours per week each.
Employment History
Current Registrations
Easley Investment Consultants, INC.
Previous Registrations
Wells Fargo Advisors Financial Network, LLC
Wells Fargo Advisors Financial Network, LLCBroker
Wealthview Capital, LLC
Wells Fargo Advisors Financial Network, LLC
Wells Fargo Advisors Financial Network, LLCBroker
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.