Kelly Reddy-Heffner
Kelly Reddy-Heffner is a CFP-designated registered investment advisor at 80 West Asset Management, LLC, based in Pittsburgh, PA, with 7 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, Retirement Planning, and 1 more. Their firm serves 20 clients with $6.9M 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 $500K | 1.00% |
| $500K+ | 0.50% |
Fees may be waived on accounts of 80 West family members. Fees may also be waived or discounted for analysis or held away account review at the discretion of 80 West.
Fee Estimator
Location
Pittsburgh, PA
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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 the owner of Steel City Wealth Collaborative, LLC, providing financial coaching, mediation, and divorce planning services.
Employment History
Current Registrations
80 West Asset Management, LLC
Previous Registrations
Your Financial Pharmacist Planning
Financialogiq
State Registrations1 state
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