John Kelly
Taconic Advisors · Saugerties, New York
John Kelly is a fee-only financial advisor at Taconic Advisors in Saugerties, New York, who holds the CFP credential. Taconic Advisors reports charging fixed fees on its Form ADV.
Request an introduction to John →
Facts
| Firm | Taconic Advisors |
|---|---|
| Based in | Saugerties, New York |
| Fee model (firm's Form ADV) | Fixed fees |
| Assets under management | $246.3M across 598 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in NY · CRD 5217352 |
| Exams passed | Series 65 (2015) · Series 66 (2010) |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | www.taconicadvisors.com |
How John's firm compares
- Taconic Advisors's average account is about $412,000, from its Form ADV (assets managed divided by 598 accounts).
Request an introduction to John
Tell John a little about what you're looking for. John 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 John
Is John Kelly a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: John holds no broker registration, and Taconic Advisors 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, Taconic Advisors, reports charging fixed fees on its SEC Form ADV.
Where is John Kelly based?
John Kelly is based in Saugerties, New York.
What credentials does John Kelly hold?
John Kelly holds the CFP credential.
Is John Kelly registered with the SEC?
Yes. John Kelly is registered as an investment adviser representative in NY (CRD 5217352), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Taconic Advisors manage?
Taconic Advisors reports $246.3M across 598 accounts in assets under management.
How do I contact John Kelly?
Through John's website, www.taconicadvisors.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.
See something wrong? Request a correction. Read our methodology.