# Bernard Kiely

> Bernard Kiely is a fee-only financial advisor at Kiely Capital Management, Inc. in Morristown, New Jersey, who holds the BA, CFP and CPA credentials. Bernard charges a percentage of assets, hourly fees, a one-time planning fee and an ongoing planning fee (one-time plans from $500 and $250 an hour) and focuses on retirement planning and tax planning.

Page: https://find.wellspent.co/advisors/bernard-kiely/
Built from public directory listings; last checked April 21, 2026.

## Facts

- **Firm:** Kiely Capital Management, Inc.
- **Based in:** Morristown, New Jersey
- **Fee model:** Percentage of assets; Hourly; One-time planning fee; Ongoing planning fee
- **Fees (firm's website):** one-time plans from $500; $250 an hour
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $58.1M across 85 accounts
- **Credentials:** BA, CFP, CPA, MBA
- **Specialties:** Retirement planning, Tax planning
- **Works with:** Pre-retirees, Early-career professionals
- **CRD:** 1900016 (https://adviserinfo.sec.gov/individual/summary/1900016)
- **SEC registration:** Investment adviser representative in NJ, TX
- **Exams passed:** Series 63 (1989)
- **Firm size:** 2 employees
- **Disclosures:** None reported
- **Website:** http://kielycapital.com

## Frequently asked questions

### Is Bernard Kiely a fee-only financial advisor?

Yes. Bernard Kiely is listed in the NAPFA directory (NAPFA admits only fee-only advisors). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Bernard's firm.

### How does Bernard charge for financial advice?

Bernard charges a percentage of assets, hourly fees, a one-time planning fee and an ongoing planning fee.

### How much does Bernard charge?

According to Kiely Capital Management, Inc.'s website, checked October 28, 2026: one-time plans from $500; $250 an hour.

### Where is Bernard Kiely based?

Bernard Kiely is based in Morristown, New Jersey.

### What does Bernard specialize in?

Bernard's specialties include retirement planning and tax planning. Bernard works with pre-retirees and early-career professionals.

### What credentials does Bernard Kiely hold?

Bernard Kiely holds the BA, CFP, CPA and MBA credentials.

### Is Bernard Kiely registered with the SEC?

Yes. Bernard Kiely is registered as an investment adviser representative in NJ and TX (CRD 1900016), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

### How much does Kiely Capital Management, Inc. manage?

Kiely Capital Management, Inc. reports $58.1M across 85 accounts in assets under management.

### How do I contact Bernard Kiely?

Through Bernard's website, kielycapital.com.

## Sources

- NAPFA directory listing (https://www.napfa.org/find-an-advisor/firm/1905): NAPFA admits only fee-only advisors
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026
- The firm's website (https://www.kielycapital.com/): specialties, clients served, and fees, checked October 28, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.