Collin Kelly is a registered investment advisor at Maia Wealth, based in Indianapolis, IN, with 7 years of industry experience. Collin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Corporate Executives, Estate Planning, and 6 more. Their firm serves 2,148 clients with $970M 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% |
Maximum annual advisory fee is 1.50%. Fees may vary based on account size, portfolio complexity, and activity. Total blended fee with independent managers will not exceed 2.00% annually.
Fee Estimator
Location
9365 Counselors Row, Indianapolis, IN, 46240
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Regulatory History (1)
Employment Separation After Allegations
April 2025Employment History
Current Registrations
Maia Wealth
Previous Registrations
J.P. Morgan Securities LLCBroker
J.P. Morgan Securities LLC
Charles Schwab & CO., INC.
Charles Schwab & CO., 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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