RD Kelley Financial Group, LLC offers ongoing portfolio management and financial planning services tailored to each client's goals, objectives, time horizon, and risk tolerance. These services include investment strategy, asset allocation, estate planning, and insurance review. RD Kelley Financial Group also offers advisory consulting services on an hourly basis.
Fee Structure
RD Kelley Financial Group offers ongoing investment management and financial planning for a fixed monthly fee based on the complexity of your financial situation. Factors include the number of household members, amount of financial planning required, number and type of accounts, net worth, life stage, business interests, and real estate ownership. The minimum fee is $416.67 per month, but this may be negotiable.