# Brooke Kelly

> Brooke Kelly is a fee-only financial advisor at Weatherly Asset Management in Del Mar, California, who holds the CFP credential. Brooke focuses on small business owners, founders (pre-exit) and estate & legacy planning. Weatherly Asset Management reports charging a percentage of assets and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/brooke-kelly/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Weatherly Asset Management
- **Based in:** Del Mar, California
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $1.68B across 1,348 accounts
- **Credentials:** CFP
- **Specialties:** Small business owners, Founders (pre-exit), Estate & legacy planning
- **Works with:** Founders
- **CRD:** 6735821 (https://adviserinfo.sec.gov/individual/summary/6735821)
- **SEC registration:** Investment adviser representative in CA
- **Exams passed:** Series 65 (2016)
- **Firm size:** 16 employees
- **Disclosures:** None reported
- **Website:** https://www.weatherlyassetmgt.com

## Frequently asked questions

### Is Brooke Kelly a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Brooke holds no broker registration, and Weatherly Asset Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Brooke charge for financial advice?

Brooke's firm, Weatherly Asset Management, reports charging a percentage of assets and fixed fees on its SEC Form ADV.

### Where is Brooke Kelly based?

Brooke Kelly is based in Del Mar, California.

### What does Brooke specialize in?

Brooke's specialties include small business owners, founders (pre-exit) and estate & legacy planning. Brooke works with founders.

### What credentials does Brooke Kelly hold?

Brooke Kelly holds the CFP credential.

### Is Brooke Kelly registered with the SEC?

Yes. Brooke Kelly is registered as an investment adviser representative in CA (CRD 6735821), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Weatherly Asset Management manage?

Weatherly Asset Management reports $1.68B across 1,348 accounts in assets under management.

### How do I contact Brooke Kelly?

Through Brooke's website, www.weatherlyassetmgt.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/6735821): 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
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://www.weatherlyassetmgt.com/): specialties, clients served, and fees, checked October 30, 2026

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