Holly Kelley is a registered investment advisor at Hps Solutions LLC, based in Lakeland, FL, with 4 years of industry experience. Holly 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.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $3.0M | 1.50% |
| $3.0M - $5.0M | 1.00% |
| $5M+ | 0.75% |
Fee Estimator
Location
1905 S Florida Ave, Lakeland, FL, 33803
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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
Holly works as an employee at Hamic Previte & Sturwold PA, a tax and accounting service business, preparing tax returns, giving tax advice, and providing accounting services. This is a full-time commitment for Holly.
Employment History
Current Registrations
Hps Solutions LLC
Previous Registrations
Core Wealth Advisors, INC.
Cps Investment Advisors
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.