James Kelley
Capital Planning · Palm Coast, Florida
James Kelley is a fee-only financial advisor at Capital Planning in Palm Coast, Florida, who holds the CFP credential. Capital Planning reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Capital Planning |
|---|---|
| Based in | Palm Coast, Florida |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $617.7M across 1,169 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in FL, TX, WA · CRD 1348439 |
| Exams passed | Series 63 (1985) · Series 65 (1993) |
| Firm size | 12 employees |
| Disclosures | None reported |
| Website | capplanllc.com |
| Profile |
How James's firm compares
- Capital Planning's average account is about $528,000, from its Form ADV (assets managed divided by 1,169 accounts).
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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 Capital Planning 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, Capital Planning, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is James Kelley based?
James Kelley is based in Palm Coast, Florida.
What credentials does James Kelley hold?
James Kelley holds the CFP credential.
Is James Kelley registered with the SEC?
Yes. James Kelley is registered as an investment adviser representative in FL, TX and WA (CRD 1348439), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Capital Planning manage?
Capital Planning reports $617.7M across 1,169 accounts in assets under management.
How do I contact James Kelley?
Through James's website, capplanllc.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
- 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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