Kelly Financial Group is a registered investment advisor founded in 2015 and led by Certified Financial Planner Sean Kelly. The firm offers comprehensive financial planning and personal investment management, designing custom asset allocations for each client's specific goals. Kelly Financial Group takes a holistic approach, coordinating with estate attorneys, accountants, and insurance professionals when needed. The firm operates on a flat annual fee schedule based on total household assets and does not sell financial products or earn commissions. In addition to investment management and financial planning, the founder offers separate tax preparation services as an Enrolled Agent. Kelly Financial Group manages client accounts with the authority to make trades without asking first, ensuring continuous oversight of client portfolios.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1M+ | 0.90% |
Fees are flat across the entire household balance rather than tiered. Both account minimums and annual fee percentages are negotiable.