James Kelley
James Kelley is a CFA-designated registered investment advisor at Caliber Wealth Management, LLC, based in Overland Park, KS, with 10 years of industry experience. James 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 3 more. Their firm serves 1,668 clients with $1.8B 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 | 1.50% |
Fees range from 0.25% to 1.50% depending on the level of service, amount of assets managed, and complexity of the engagement. Fees are negotiated prior to the engagement.
Fee Estimator
Location
6201 College Blvd, Suite 650, Overland Park, KS, 66211
Get directionsHistory
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 ActivitiesSells Insurance
James operates a sole proprietorship consulting business, dedicating about 10-20% of his time. He also provides financial services, including insurance sales, through Lighthouse Financial Strategies, spending a few hours per week on this.
Employment History
Current Registrations
Caliber Wealth Management, LLC
Previous Registrations
Creative Financial Designs, INC.
Cfd Investments, INC.Broker
State Registrations1 state
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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