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Kelly Lynne Pearce

Advisor at BPP Wealth Solutions, LLC — Basking Ridge, NJ

Updated today

Credentials

Series 66

Experience

4 years

Location

Basking Ridge, NJ 07920

BPP Wealth Solutions, LLC logo

BPP Wealth Solutions, LLC

Supported

Total advisors

3

Across 2 offices

Clients per advisor

38 Typical

Avg AUM per client

$2,188,219 Very High

HNW client ratio

64% Very High

About

Kelly Pearce is a financial advisor with BPP Wealth Solutions, LLC, holding a Series 66 license and three years of industry experience. Prior to joining BPP Wealth Solutions, Pearce worked at Mutual Securities, Inc. and Ogilvy Health. BPP Wealth Solutions provides financial planning and investment management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm emphasizes asset allocation, diversification, and volatility management, using independent professional managers and customized portfolios aligned with clients’ risk tolerances and liquidity needs.

Client services

Based on BPP Wealth Solutions, LLC

Financial planning Portfolio management Pension consulting Selection of other advisers

Expertise

Based on BPP Wealth Solutions, LLC

Wealth management Charitable giving & philanthropy Private / alternative investments

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Fee options

Fixed

Financial planning fees range from $3,000 to $20,000, negotiable and determined by scope and complexity.

Percentage

0.75% – 1.55% blended rate annually depending upon portfolio size and services rendered

Commissions

Certain supervised persons may receive commissions from securities brokerage and insurance product sales, separate from advisory fees.

Project-based

Family Office Services charged at $60 per hour.

Location

See office

Basking Ridge, NJ

25 Mountainview Blvd., Suite 202 A

Basking Ridge NJ 07920

Advisors at this office

2

Most active in

New Jersey

Work history

4 years of industry experience

BPP Wealth Solutions

2023 - Present • 3 years

Basking Ridge, NJ

Mutual Securities, Inc.

2020 - Present • 6 years

Camarillo, CA

BPP Wealth Solutions

2020 - 2023 • 3 years

Basking Ridge, NJ

Ogilvy Health

2019 - 2020 • 1 year

Parsippany, NJ

Ogilvy Health

2018 - 2019 • 1 year

Parsippany, NJ

Lehigh University

2015 - 2019 • 4 years

South Bethlehem, PA

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Tomas G

CFP®, Series 66, CIMA®, CPWA®

Summit, NJ

Beacon Hill Private Wealth LLC

Tomas Geoghegan is a CFP® and Series 66–registered financial advisor with 23 years of industry experience. He has been with Beacon Hill Private Wealth LLC since 2016, where he is the sole advisor. The firm provides comprehensive wealth management and planning services to individuals, high-net-worth families, trusts, institutions, and businesses. Beacon Hill employs an evidence-based, largely passive investment approach focused on global diversification, modest factor tilts, and high-quality fixed income to manage portfolio volatility, and it offers distinctive pension-consulting services including plan investment platform analysis and participant education.

Retirement income strategy Wealth management Tax-loss harvesting RSUs / ISOs / NSOs Retirement withdrawal strategies Founder/Business Owner Executive HENRY (High Earners, Not Rich Yet) Mid-Career Professionals
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Timothy M

CFP®, Series 66

Martinsville, NJ

Condor Capital Wealth Management

Timothy Moran is a CFP® and Series 66-licensed financial advisor at Condor Capital Wealth Management with 11 years of industry experience. He has previously worked at Investors Bank/Citizens, Allied Wealth Partners, Prestige Wealth Management Group, Wells Fargo Bank, PNC Investments, and Edward Jones. Moran is based in Martinsville, NJ and has been with Condor since 2023. Condor Capital Wealth Management serves individuals, business entities, trusts, pension and profit-sharing plans, estates, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management, financial planning, and consulting using a fee-only investment approach that includes equities, fixed income, mutual funds, ETFs, and alternative strategies such as direct indexing and cryptocurrency exposure under adviser oversight.

Private / alternative investments ESG / Sustainable investing Tax-loss harvesting Income planning
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Christopher C

CFP®, Series 63, Series 66

Florham Park, NJ

Raymond James & Associates

Christopher Conway is a CFP® professional with 18 years of industry experience, currently serving as a financial advisor at Raymond James & Associates since 2016. Prior to this, he worked at Deutsche Bank Securities Inc. from 2014 to 2016. Raymond James & Associates provides financial planning and investment consulting through its Wealth Advisory Services Program to a diverse client base, including individuals, retirement plans, corporate and charitable entities, and government clients. The firm also offers wrap fee advisory programs and institutional consulting with a focus on public finance and municipal work.

General retirement planning General estate planning guidance College savings (529s, UTMA, etc.) General tax planning Wealth management Founder/Business Owner Retired Executive Doctor or Medical Professional Real Estate Professional Young Professionals HENRY (High Earners, Not Rich Yet) Approaching retirement Retired Established Professionals
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Damian M

Series 63, Series 65

North Plainfield, NJ

Hillgate Financial, LLC

Damian Mbadugha is the sole advisor at Hillgate Financial, LLC, a New Jersey-registered investment adviser. He holds Series 63 and Series 65 licenses and has 13 years of industry experience. In addition to his advisory role, he is registered as a commodities trading advisor, and works as an insurance agent and tax preparer, focusing on research during weekends. Hillgate Financial provides discretionary investment supervisory services to individuals, trusts, and estates, applying modern portfolio theory to build diversified portfolios primarily using passively managed funds and ETFs. The firm emphasizes tax-aware strategies and manages a historically significant asset base with a focus on individualized client portfolios.

Passive / index investing
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Stephen H

Series 63, Series 65

Madison, NJ

Hanley Capital Management, LLC

Stephen Hanley is the principal and sole advisor at Hanley Capital Management, LLC in Madison, NJ, with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has operated Hanley Capital Management since 2009. Hanley Capital Management provides investment advisory and discretionary portfolio management services primarily to individual clients, focusing on ongoing portfolio management with an emphasis on municipal and fixed-income strategies derived from the principal's extensive background as a municipal bond trader.

Passive / index investing
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Michael B

Series 63, Series 65, Series 66

Highland Park, NJ

Aliya Financial

Michael Benklifa is a financial advisor at Aliya Financial with 14 years of industry experience. He holds the Series 63, Series 65, and Series 66 licenses. His prior roles include positions at LPL Enterprise LLC, Better Options LLC, Alight Financial, and several firms earlier in his career, including UBS Financial Services and Mass Mutual Investors Services. Aliya Financial is an independent investment adviser serving individuals and families, including high-net-worth clients, retirees, trusts, and small business owners. The firm offers investment management and integrated financial planning using both quantitative and qualitative analysis, managing traditional diversified portfolios alongside options-based income strategies while avoiding uncovered options and margin.

Retirement income strategy Income planning Long-term care insurance Options & derivatives strategies Cash flow / budgeting Retired Founder/Business Owner
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