George Reilly is a CFP-designated registered investment advisor at Kestra Advisory Services, LLC, based in Fairfax, VA, with 12 years of industry experience. George operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Annuities, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 117,403 clients with $80B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
Asset-based fees range up to 2.5% of assets under management and are negotiable based on account size, registration type, and services provided.
Fee Estimator
Contact
George Reilly
Location
Fairfax, VA
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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
George is a partner and attorney at Dunlap Bennett & Ludwig, PLLC, dedicating nearly full-time hours to this role. He also serves as a managing member, principal, and tax preparer at Safe Harbor Tax Services, LLC, taking about 10-20% of his time, and is an attorney at Reilly Law, PLC, though the practice does not have active clients.
Employment History
Current Registrations
Kestra Advisory Services, LLC
Previous Registrations
Safe Harbor Financial Advisors, LLC
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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