Kelly Financial Services LLC

Overview

Kelly Financial Services LLC is an independent registered investment adviser that positions itself as a combined financial planner, portfolio manager for individuals and small businesses, and capital allocator that selects third‑party managers. Founded as an SEC‑registered adviser in 2018 and owned by an individual, the firm works primarily with individual and family clients and also operates an insurance brokerage. Its advisory fees are charged via a mix of percentage of AUM, hourly rates, and fixed fees. The firm does not identify as an active ESG investor. The adviser provides financial planning and discretionary portfolio management alongside services that include selecting other advisers and allocating to external alternative managers. The insurance brokerage capability and use of annuities are notable complements to its advisory practice.

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Location & Offices