Kelly Financial Planning provides financial planning services, including business planning, cash flow and debt management, college savings, employee benefits optimization, estate planning, financial goal setting, insurance review, investment analysis, retirement planning, risk management, and tax planning strategies. KFP does not offer investment management services.
Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Kelly Financial Planning charges $425 per hour for financial planning services. They may quote a flat fee or a range of estimated fees. Clients submit the lesser of $500 or one-half of the total financial planning fee at the time of signing. The balance is due at the presentation meeting.
Hourly Rate:$425/hr
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