John Kelley
Financial Legacy Management · Little Rock, Arkansas
John Kelley is a fee-only financial advisor at Financial Legacy Management in Little Rock, Arkansas, who holds the CFP credential. Financial Legacy Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Financial Legacy Management |
|---|---|
| Based in | Little Rock, Arkansas |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Accepting new clients | Yes |
| Assets under management | $153.1M across 771 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in AR · CRD 4512470 |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.financiallegacymanagement.com |
How John's firm compares
- Financial Legacy Management's average account is about $199,000, from its Form ADV (assets managed divided by 771 accounts).
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Questions about John
Is John Kelley a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: John holds no broker registration, and Financial Legacy Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does John charge for financial advice?
John's firm, Financial Legacy Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is John Kelley based?
John Kelley is based in Little Rock, Arkansas.
What credentials does John Kelley hold?
John Kelley holds the CFP credential.
Is John Kelley registered with the SEC?
Yes. John Kelley is registered as an investment adviser representative in AR (CRD 4512470), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Financial Legacy Management manage?
Financial Legacy Management reports $153.1M across 771 accounts in assets under management.
How do I contact John Kelley?
Through John's website, www.financiallegacymanagement.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
- Financial Legacy 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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