Jane Kelley is an independent financial planner with over 46 years of experience. She provides personalized financial planning services, including cash management, tax, investment, and retirement planning, educational funding, and estate planning. She charges an hourly fee for consultations, research, and administration. She is also associated with Osaic Wealth, Inc. as a Registered Representative, through which she may recommend and sell investment products, creating a potential conflict of interest.
Fee Structure
Jane Kelley does not provide ongoing investment management advice for a fee. She does not charge a percentage of your assets for investment advice. However, as a registered representative of Osaic Wealth, she may recommend specific investment products, and if you purchase them, she will receive a commission separate from her hourly financial planning fees.