Chad Kelley
Means Wealth Management · Bangor, Maine
Chad Kelley is a fee-only financial advisor at Means Wealth Management in Bangor, Maine, who holds the CFP credential. Chad charges a percentage of assets, a flat fee or retainer and a one-time planning fee (typically works with clients with $1,000,000 or more) and focuses on retirement planning, estate & legacy planning and tax planning.
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Specialties
Who they serve
- Founders
- Retirees
- Pre-retirees
Facts
| Firm | Means Wealth Management |
|---|---|
| Based in | Bangor, Maine |
| Fee model | Percentage of assets · Flat fee or retainer · One-time planning fee |
| Fees (firm's website) | Typically works with clients with $1,000,000 or more |
| Accepting new clients | Yes |
| Assets under management | $1.59B across 3,520 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in ME, TX · CRD 7853304 |
| Exams passed | Series 65 (2023) |
| Firm size | 24 employees |
| Disclosures | None reported |
| Website | www.meanswealth.com |
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Questions about Chad
Is Chad Kelley a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Chad holds no broker registration, and Means Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Chad charge for financial advice?
Chad charges a percentage of assets, a flat fee or retainer and a one-time planning fee.
How much does Chad charge?
According to Means Wealth Management's website, checked October 30, 2026: typically works with clients with $1,000,000 or more.
Where is Chad Kelley based?
Chad Kelley is based in Bangor, Maine.
What does Chad specialize in?
Chad's specialties include retirement planning, estate & legacy planning and tax planning. Chad works with founders, retirees and pre-retirees.
What credentials does Chad Kelley hold?
Chad Kelley holds the CFP credential.
Is Chad Kelley registered with the SEC?
Yes. Chad Kelley is registered as an investment adviser representative in ME and TX (CRD 7853304), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Means Wealth Management manage?
Means Wealth Management reports $1.59B across 3,520 accounts in assets under management.
How do I contact Chad Kelley?
Through Chad's website, www.meanswealth.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
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
- Means Wealth Management 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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