Bryan Kelly
Hodos Wealth Group · The Woodlands, Texas
Bryan Kelly is a fee-only financial advisor at Hodos Wealth Group in The Woodlands, Texas, who holds the CFA credential. Bryan focuses on retirement planning. Hodos Wealth Group reports charging a percentage of assets on its Form ADV.
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Specialties
Facts
| Firm | Hodos Wealth Group |
|---|---|
| Based in | The Woodlands, Texas |
| Fee model (firm's Form ADV) | Percentage of assets |
| Accepting new clients | Yes |
| Assets under management | $28.4M across 79 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in LA, TX · CRD 4991358 |
| Exams passed | Series 66 (2006) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.hodoswealth.com |
How Bryan's firm compares
- Hodos Wealth Group's average account is about $359,000, from its Form ADV (assets managed divided by 79 accounts).
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Questions about Bryan
Is Bryan Kelly a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Bryan holds no broker registration, and Hodos Wealth Group reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Bryan charge for financial advice?
Bryan's firm, Hodos Wealth Group, reports charging a percentage of assets on its SEC Form ADV.
Where is Bryan Kelly based?
Bryan Kelly is based in The Woodlands, Texas.
What does Bryan specialize in?
Bryan's specialties include retirement planning.
What credentials does Bryan Kelly hold?
Bryan Kelly holds the CFA credential.
Is Bryan Kelly registered with the SEC?
Yes. Bryan Kelly is registered as an investment adviser representative in LA and TX (CRD 4991358), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Hodos Wealth Group manage?
Hodos Wealth Group reports $28.4M across 79 accounts in assets under management.
How do I contact Bryan Kelly?
Through Bryan's website, www.hodoswealth.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in The Woodlands
Other advisors in Texas who focus on retirement planning
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
- Hodos Wealth Group 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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