Amanda Kelley
Plan2Thrive Financial Services · Eldridge, Iowa
Amanda Kelley is a fee-only financial advisor at Plan2Thrive Financial Services in Eldridge, Iowa. Amanda focuses on retirement planning, tax planning and estate & legacy planning. Plan2Thrive Financial Services reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Facts
| Firm | Plan2Thrive Financial Services |
|---|---|
| Based in | Eldridge, Iowa |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Accepting new clients | Yes |
| Assets under management | $147.5M across 766 accounts |
| SEC registration | Investment adviser representative in IA, IL · CRD 7187503 |
| Exams passed | Series 65 (2024) |
| Firm size | 4 employees |
| Disclosures | Reported; see the SEC record |
| Website | www.plan2thrivefs.com |
How Amanda's firm compares
- Plan2Thrive Financial Services's average account is about $193,000, from its Form ADV (assets managed divided by 766 accounts).
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Questions about Amanda
Is Amanda Kelley a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Amanda holds no broker registration, and Plan2Thrive Financial Services reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Amanda charge for financial advice?
Amanda's firm, Plan2Thrive Financial Services, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Amanda Kelley based?
Amanda Kelley is based in Eldridge, Iowa.
What does Amanda specialize in?
Amanda's specialties include retirement planning, tax planning and estate & legacy planning.
Is Amanda Kelley registered with the SEC?
Yes. Amanda Kelley is registered as an investment adviser representative in IA and IL (CRD 7187503), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
How much does Plan2Thrive Financial Services manage?
Plan2Thrive Financial Services reports $147.5M across 766 accounts in assets under management.
How do I contact Amanda Kelley?
Through Amanda's website, www.plan2thrivefs.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Plan2Thrive Financial Services website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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