John Kelly
John Kelly is a registered investment advisor at Heritage Advisors Group, INC., based in Maitland, FL, with 5 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Divorce Planning, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 153 clients with $77M 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 $750K | 1.00% |
| $750K - $1.5M | 0.75% |
| $1.5M+ | 0.50% |
Maximum annual fee of $25,000. Fees are negotiable. Full-Service Asset Management Services are not generally available to clients with assets under management below $150,000.
Fee Estimator
Location
166 Lookout Place, Suite 100, Maitland, FL, 32751
Get directionsHistory
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 ActivitiesSells Insurance
John has been an insurance agent since 2003, offering insurance products and services to clients and prospects. This activity is investment-related.
Employment History
Current Registrations
Heritage Advisors Group, INC.
State Registrations3 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.