KEATS, CONNELLY & ASSOCIATES, INC

Overview

Keats, Connelly & Associates, Inc. operates as an independent registered investment advisor (RIA) that focuses on providing financial planning services and selecting other advisers for its clients. Established in 2009, the firm serves a client base primarily composed of individuals and families. The firm employs a fee structure that includes hourly charges, fixed fees, and other arrangements, allowing for flexibility in how clients are billed for services. While the firm does not engage in active ESG investing, it is recognized as a capital allocator, indicating its role in directing investments to various asset managers.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices