Kelly Dowdy is a CFP-designated registered investment advisor at Hc Advisors LLC, based in Sandy Springs, GA, with 9 years of industry experience. Kelly operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 206 clients with $500M 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 are subject to negotiation and based on a maximum of 0.375% per quarter (1.5% per annum). Alternatively, clients may pay a negotiated flat fee ranging from $100 to $25,000 per quarter.
Fee Estimator
Location
750 Hammond Drive, Building 1, Suite 200, Sandy Springs, GA, 30328
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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
Kelly is a managing partner at Henning, Dowdy & Jones, LLC, a CPA firm, since 2004, dedicating a significant amount of time to client management and tax practice. Kelly also accounts for Happy Ours, LLC, a vacation rental property, spending minimal time on this activity.
Employment History
Current Registrations
Hc Advisors LLC
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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