Charles Wolpoff
The Kelly Group · Bel Air, Maryland
Charles Wolpoff is a fee-only financial advisor at The Kelly Group in Bel Air, Maryland, who holds the CFP credential. The Kelly Group reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | The 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 |
| Credentials | CFP |
| SEC registration | Investment adviser representative in MD, PA · CRD 4432165 |
| Exams passed | Series 66 (2001) |
| Firm size | 22 employees |
| Disclosures | None reported |
| Website | kellyria.com |
How Charles's firm compares
- The Kelly Group's average account is about $372,000, from its Form ADV (assets managed divided by 3,043 accounts).
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Questions about Charles
Is Charles Wolpoff a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Charles holds no broker registration, and The Kelly Group reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Charles charge for financial advice?
Charles's firm, The Kelly Group, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Charles Wolpoff based?
Charles Wolpoff is based in Bel Air, Maryland.
What credentials does Charles Wolpoff hold?
Charles Wolpoff holds the CFP credential.
Is Charles Wolpoff registered with the SEC?
Yes. Charles Wolpoff is registered as an investment adviser representative in MD and PA (CRD 4432165), per SEC Investment Adviser Public Disclosure data as of October 29, 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 Charles Wolpoff?
Through Charles's website, kellyria.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Bel Air
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
- 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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