Bernard Kiely
Kiely Capital Management, Inc. · Morristown, New Jersey
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.
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Specialties
Who they serve
- Pre-retirees
- Early-career professionals
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 |
| Assets under management | $58.1M across 85 accounts |
| Credentials | BA · CFP · CPA · MBA |
| SEC registration | Investment adviser representative in NJ, TX · CRD 1900016 |
| Exams passed | Series 63 (1989) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | kielycapital.com |
How Bernard's firm compares
- A one-time plan starts at $500, below the New Jersey median of $2,500 for fee-only firms that publish prices.
- The hourly rate is $250, below the New Jersey median of $300 for fee-only firms that publish prices.
- Kiely Capital Management, Inc.'s average account is about $684,000, from its Form ADV (assets managed divided by 85 accounts).
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Questions about Bernard
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- Kiely Capital Management, Inc. website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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