Amanda Kelley

1 Year of Experience

Eldridge, IA

1 Disclosure

Amanda Kelley is a registered investment advisor at Plan2thrive Financial, based in Eldridge, IA, with 1 years of industry experience. Amanda 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, High Net Worth, and 4 more. Their firm serves 245 clients with $150M in assets under management.

Plan2thrive Financial

Compensation

Fee-Only (% of Portfolio)Fixed/Hourly

Firm Size

3 advisors

Number of Clients

245 clients

Average Client Portfolio

$602K average

Assets Under Management

$147.5M

Fee Structure

Minimum Investment:None

Planning is included in investment management (also available separately)

Plan2Thrive Financial uses SEI Private Trust Company and Capital Group/American Funds for portfolio management. The fees range from 0% to 1.35% of the value of your portfolio. These fees are negotiable.

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Location

220 W Davenport St, Eldridge, IA, 52748

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History

Regulatory History (1)

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Financial

August 2022

Final

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Employment History

Current Registrations

Plan2thrive Financial

January 2025 - Present · 1 yr 4 mos

State Registrations2 states

IAIL

Advisor

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

No exam information available for this advisor.

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