Hunter Kelly
Hunter Kelly is a CFP-designated registered investment advisor at Palm Valley Wealth Management LLC, based in St. Augustine, FL, with 9 years of industry experience. Hunter operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 53 clients with $26M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2M+ | 0.50% |
Fees are a blended tier applied across household accounts. Minimum annual fee is $2,500. Ongoing financial planning is included at no additional charge for accounts above $250,000.
Fee Estimator
Location
St. Augustine, FL
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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
Hunter is an employee at Red's Designs, where he builds and installs electric fireplaces for single-family homes. This activity takes about 10-20% of Hunter's time and is not investment-related.
Employment History
Current Registrations
Palm Valley Wealth Management LLC
Previous Registrations
Securian Financial Services, INC.
Securian Financial Services, INC.Broker
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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