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Advisor

Chad Arrington

The Kelly Group · Bel Air, Maryland

Chad Arrington is a fee-only financial advisor at The Kelly Group in Bel Air, Maryland, who holds the CFP credential. Chad focuses on estate & legacy planning, retirement planning and small business owners. The Kelly Group reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Percentage of assetsHourlyFixed fees Fee-only CFP

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Specialties

Facts

FirmThe Kelly Group
Based in Bel Air, Maryland
Fee model (firm's Form ADV)Percentage of assets · Hourly · Fixed fees
Assets under management$1.13B across 3,043 accounts
CredentialsCFP
SEC registration Investment adviser representative in CA, DE, MD, MI, NC, NH, OH, PA, SC, TX, VA · CRD 5675731
Exams passedSeries 66 (2013)
Firm size22 employees
Disclosures None reported
Websitekellyria.com
LinkedInProfile

How Chad's firm compares

  • The Kelly Group's average account is about $372,000, from its Form ADV (assets managed divided by 3,043 accounts).

What fee-only advisors charge in Maryland

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Questions about Chad

Is Chad Arrington a fee-only financial advisor?

Yes. Chad Arrington 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 Chad's firm.

How does Chad charge for financial advice?

Chad's firm, The Kelly Group, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

Where is Chad Arrington based?

Chad Arrington is based in Bel Air, Maryland.

What does Chad specialize in?

Chad's specialties include estate & legacy planning, retirement planning and small business owners.

What credentials does Chad Arrington hold?

Chad Arrington holds the CFP credential.

Is Chad Arrington registered with the SEC?

Yes. Chad Arrington is registered as an investment adviser representative in CA, DE, MD, MI, NC, NH, OH, PA, SC, TX and VA (CRD 5675731), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

How much does The Kelly Group manage?

The Kelly Group reports $1.13B across 3,043 accounts in assets under management.

How do I contact Chad Arrington?

Through Chad's website, kellyria.com.

What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms

Other fee-only advisors in Bel Air

Other advisors in Maryland who focus on estate & legacy planning

Where this information comes from

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