A complete list of active advisors currently associated with Kelly Financial Planning, LLC
Warmer can help you find a great advisor at Kelly Financial Planning, LLC or one who fits your needs even better.
Kelly Financial Planning, LLC provides comprehensive financial planning for high-net-worth individuals and small businesses, delivering written or electronic plans that address business planning, cash flow and debt management, retirement and estate planning, insurance, tax strategies, and investment analysis. The firm delivers advice and implementation guidance but does not custody client assets or act as a portfolio manager. When investment analysis is requested as part of a plan, the firm generally favors passive investing using low-cost index mutual funds and ETFs and outlines asset-allocation strategies rather than managing client portfolios directly. Clients retain discretion over execution and selecting custodians or broker-dealers, and the adviser does not engage in aggregated trading or receive soft-dollar benefits. KFP’s practice is atypical among independent solo advisers in that it operates on hourly or flat-fee planning engagements rather than percentage-of-AUM or performance-based fee arrangements, and it primarily serves HNW and business clients rather than non-HNW retail individuals. The principal’s background in learning and development plus professional coaching and life-planning credentials and a separate business-consulting practice support the firm’s occasional educational seminars/workshops and a hybrid planning-and-consulting focus that differs from many peers.
To learn more about the advisors currently working at Kelly Financial Planning, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Cincinnati, OH
| 9
|
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