Hunter Kelly
Palm Valley Wealth Management · Saint Augustine, Florida
Hunter Kelly is a fee-only financial advisor at Palm Valley Wealth Management in Saint Augustine, Florida, who holds the CFP credential. Hunter charges a percentage of assets (1% a year on the first tier of assets managed) and focuses on physicians & residents, retirement planning and tax planning.
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Specialties
Who they serve
- Physicians
- Pre-retirees
Facts
| Firm | Palm Valley Wealth Management |
|---|---|
| Based in | Saint Augustine, Florida |
| Fee model | Percentage of assets |
| Fees (firm's website) | 1% a year on the first tier of assets managed |
| Works virtually | Yes |
| Accepting new clients | Yes |
| Assets under management | $26.2M across 157 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in FL, TX · CRD 6766324 |
| Exams passed | Series 66 (2017) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | palmvalleywm.com |
| Profile |
How Hunter's firm compares
- Palm Valley Wealth Management's average account is about $167,000, from its Form ADV (assets managed divided by 157 accounts).
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Questions about Hunter
Is Hunter Kelly a fee-only financial advisor?
Yes. Hunter Kelly is listed in the XY Planning Network directory (XYPN members are fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Hunter's firm.
How does Hunter charge for financial advice?
Hunter charges a percentage of assets.
How much does Hunter charge?
According to Palm Valley Wealth Management's website, checked October 28, 2026: 1% a year on the first tier of assets managed.
Does Hunter work with clients virtually?
Yes. Palm Valley Wealth Management says on its website that it works with clients remotely.
Where is Hunter Kelly based?
Hunter Kelly is based in Saint Augustine, Florida.
What does Hunter specialize in?
Hunter's specialties include physicians & residents, retirement planning, tax planning, estate & legacy planning and student loans. Hunter works with physicians and pre-retirees.
What credentials does Hunter Kelly hold?
Hunter Kelly holds the CFP credential.
Is Hunter Kelly registered with the SEC?
Yes. Hunter Kelly is registered as an investment adviser representative in FL and TX (CRD 6766324), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does Palm Valley Wealth Management manage?
Palm Valley Wealth Management reports $26.2M across 157 accounts in assets under management.
How do I contact Hunter Kelly?
Through Hunter's website, palmvalleywm.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- XY Planning Network directory listing : XYPN members are fee-only
- Palm Valley Wealth Management website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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