Kelly Financial Planning, LLC
Firm details
- Headquarters
- Cincinnati, Ohio
- CRD number
- 287569
- Website
- kellyfinancialplanning.com
- Fee structure
- Hourly Charges
- Services
- Financial PlanningEducational Seminars / Workshops
Firm profile
FINTRXOverview
Kelly Financial Planning, LLC is an Ohio-registered limited liability company that operates as an hourly-fee financial planning practice. The firm’s stated activities center on financial planning services and running educational seminars and workshops. It is structured as an individually owned adviser and is not positioned as a capital allocator or as a multi-state advisory firm. The firm does not identify as an active ESG investor, a pension consultant, or a related adviser.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Contacts
1 of 1
Theodore Kelly
Founder & Principal AdvisorCRD 2689183
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Cincinnati, OH
Hamilton
Location
Cincinnati, OH
Headquartered in Cincinnati, OH, anchoring the Cincinnati-Wilmington-Maysville, OH-KY-IN metro in the Midwest.
- Metro area
- Cincinnati-Wilmington-Maysville, OH-KY-IN
- Region
- Midwest
- County
- Hamilton
- Address
- 9435 Waterstone Blvd
- Time zone
- ET (UTC-5)
- Office locations
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