Kelly Barrow is a CFP-designated registered investment advisor at Cedar Grove Financial Planning, LLC, based in Oakton, VA, with 8 years of industry experience. Kelly operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Retirement Planning, Tax Planning. Their firm serves 25 clients.
Compensation
Firm Size
IM Fee
Fee Structure
Cedar Grove Financial Planning offers clients the option to pay a monthly fee for access to web-based financial planning tools, including a financial organizer, budgeting tools, and a secure vault for personal files. Subscribers may receive discounted or complimentary follow-up meetings. This is optional and does not imply continuous monitoring of client accounts.
- Comprehensive financial plan — $1,200-$3,500, depending on the complexity and priorities of the client.
- Follow-up meetings and annual updates — $200 for the first hour and $100 per hour after.
- Hourly financial questions (for new clients who have not completed the financial planning process) — $200 for the first hour and $100 per hour after.
Location
Oakton, VA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Cedar Grove Financial Planning, LLC
Previous Registrations
Advice and Planning Services
Tiaa-Cref Individual & Institutional Services, LLCBroker
State Registrations1 state
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