Ryan Kelly is a CFP-designated registered investment advisor at Rfk Capital Management, based in Sandy, UT, with 7 years of industry experience. Ryan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning.
Compensation
Fixed/Hourly
Firm Size
1 advisor
IM Fee
Planning only
Fee Structure
- Do-It-Yourself Investing Service — $3,750 one-time fee, includes financial and investment plan documents, a financial checklist, four Zoom meetings, and six months of follow-up support.
- Financial Review Service — $1,950 one-time fee, includes a review of investment holdings, a pre-letter Zoom meeting, a written personalized letter with recommendations, and a post-letter Zoom meeting, plus one hour of follow-up advice.
- Follow-Up Financial Review Session Level 1 — $295, includes a review of updated financial information and a 50-minute Zoom meeting.
- Follow-Up Financial Review Session Level 2 — $550, includes a review of updated financial information, a 50-minute Zoom meeting, and a 3-to-4-page letter confirming recommendations.
- Follow-Up Financial Review Session Level 3 — $1,150, includes a review of updated financial information, a 50-minute Zoom meeting, a 6-to-8-page letter confirming recommendations, and a second 30-minute meeting. Can also provide an updated Financial Independence projection.
One-Time Plan:$295 - $3,750
Loading...
Location
Sandy, UT
Get directionsHistory
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.
Learn about disclosures →Employment History
Current Registrations
Rfk Capital Management
April 2018 - Present · 8 yrs 1 mo
State Registrations2 states
TXUT
Advisor
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
No exam information available for this advisor.