A complete list of active advisors currently associated with RD Kelley Financial Group

Warmer can help you find a great advisor at RD Kelley Financial Group or one who fits your needs even better.

RD Kelley Financial Group is an independent advisory firm that provides ongoing discretionary portfolio management paired with financial planning, along with standalone advisory consulting. The firm serves individual and high‑net‑worth clients and manages roughly $12 million for a very small client roster. The advisor produces written Dynamic Personal Life Planning reports, documents client volatility tolerance through a Client Volatility Assessment, and conducts regular reviews with at least quarterly plan reviews and monthly portfolio oversight. Investment selection is limited to a defined set of instruments — mutual funds, fixed income, real estate funds/REITs, insurance/annuities, ETFs (including precious‑metal ETFs), TIPS and commodities — and the firm employs a mix of analytical methods, including fundamental, quantitative, modern portfolio theory, technical/charting and cyclical analysis. What distinguishes this firm from many peers is its billing model and scale: it does not charge percentage‑of‑assets fees and instead uses fixed‑fee and hourly consulting arrangements for clients, and it manages substantial assets for a very small number of clients. Other atypical features in the brochure include the absence of a formal, written Code of Ethics and the combination of discretionary management with a relatively broad set of trading and technical analysis techniques, including commodity and precious‑metals exposures.

To learn more about the advisors currently working at RD Kelley Financial Group, 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
Ricky Kelley	Tucson, AZ	13

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