James Kelley
Caliber Wealth Management · Overland Park, Kansas
James Kelley is a fee-only financial advisor at Caliber Wealth Management in Overland Park, Kansas, who holds the CFA credential. Caliber Wealth Management reports charging a percentage of assets and fixed fees on its Form ADV.
Request an introduction to James →
Facts
| Firm | Caliber Wealth Management |
|---|---|
| Based in | Overland Park, Kansas |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $1.76B across 5,992 accounts |
| Credentials | CFA |
| SEC registration | Investment adviser representative in KS · CRD 6573879 |
| Exams passed | Series 66 (2016) |
| Firm size | 24 employees |
| Disclosures | None reported |
| Website | caliberkc.com |
How James's firm compares
- Caliber Wealth Management's average account is about $294,000, from its Form ADV (assets managed divided by 5,992 accounts).
Request an introduction to James
Tell James a little about what you're looking for. James isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about James
Is James Kelley a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: James holds no broker registration, and Caliber Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does James charge for financial advice?
James's firm, Caliber Wealth Management, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is James Kelley based?
James Kelley is based in Overland Park, Kansas.
What credentials does James Kelley hold?
James Kelley holds the CFA credential.
Is James Kelley registered with the SEC?
Yes. James Kelley is registered as an investment adviser representative in KS (CRD 6573879), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Caliber Wealth Management manage?
Caliber Wealth Management reports $1.76B across 5,992 accounts in assets under management.
How do I contact James Kelley?
Through James's website, caliberkc.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Overland Park
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.
See something wrong? Request a correction. Read our methodology.