Jordan Heaps
The Kelly Group · Bel Air, Maryland
Jordan Heaps is a fee-only financial advisor at The Kelly Group in Bel Air, Maryland, who holds the CFP credential. The Kelly Group reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | The Kelly Group |
|---|---|
| Based in | Bel Air, Maryland |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $1.13B across 3,043 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in MD · CRD 6442311 |
| Exams passed | Series 65 (2021) |
| Firm size | 22 employees |
| Disclosures | None reported |
| Website | kellyria.com |
How Jordan's firm compares
- The Kelly Group's average account is about $372,000, from its Form ADV (assets managed divided by 3,043 accounts).
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Questions about Jordan
Is Jordan Heaps a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jordan holds no broker registration, and The Kelly Group reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Jordan charge for financial advice?
Jordan's firm, The Kelly Group, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Jordan Heaps based?
Jordan Heaps is based in Bel Air, Maryland.
What credentials does Jordan Heaps hold?
Jordan Heaps holds the CFP credential.
Is Jordan Heaps registered with the SEC?
Yes. Jordan Heaps is registered as an investment adviser representative in MD (CRD 6442311), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does The Kelly Group manage?
The Kelly Group reports $1.13B across 3,043 accounts in assets under management.
How do I contact Jordan Heaps?
Through Jordan's website, kellyria.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Bel Air
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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