John Kelly
Baltimore-Washington Financial Advisors, Inc. · Columbia, Maryland
John Kelly is a fee-only financial advisor at Baltimore-Washington Financial Advisors, Inc. in Columbia, Maryland, who holds the CFP and CPA credentials. John charges a percentage of assets and a flat fee or retainer (1.25% a year on the first tier of assets managed).
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Facts
| Firm | Baltimore-Washington Financial Advisors, Inc. |
|---|---|
| Based in | Columbia, Maryland |
| Fee model | Percentage of assets · Flat fee or retainer |
| Fees (firm's website) | 1.25% a year on the first tier of assets managed |
| Accepting new clients | Yes |
| Assets under management | $2.99B across 5,301 accounts |
| Credentials | CFP · CPA |
| SEC registration | Investment adviser representative in MD, TX · CRD 2939947 |
| Firm size | 36 employees |
| Disclosures | None reported |
| Website | bwfa.com/contact-us |
| Profile |
How John's firm compares
- Baltimore-Washington Financial Advisors, Inc.'s average account is about $563,000, from its Form ADV (assets managed divided by 5,301 accounts).
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Questions about John
Is John Kelly a fee-only financial advisor?
Yes. John Kelly is listed in the NAPFA directory (NAPFA admits only fee-only advisors). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by John's firm.
How does John charge for financial advice?
John charges a percentage of assets and a flat fee or retainer.
How much does John charge?
According to Baltimore-Washington Financial Advisors, Inc.'s website, checked October 28, 2026: 1.25% a year on the first tier of assets managed.
Where is John Kelly based?
John Kelly is based in Columbia, Maryland.
What credentials does John Kelly hold?
John Kelly holds the CFP and CPA credentials.
Is John Kelly registered with the SEC?
Yes. John Kelly is registered as an investment adviser representative in MD and TX (CRD 2939947), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does Baltimore-Washington Financial Advisors, Inc. manage?
Baltimore-Washington Financial Advisors, Inc. reports $2.99B across 5,301 accounts in assets under management.
How do I contact John Kelly?
Through John's website, bwfa.com/contact-us.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Columbia
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- Baltimore-Washington Financial Advisors, Inc. 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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