Kellie Kelleher
B&C Financial Advisors · Ponte Vedra Beach, Florida
Kellie Kelleher is a fee-only financial advisor at B&C Financial Advisors in Ponte Vedra Beach, Florida. Kellie charges a percentage of assets (1.5% a year on the first tier of assets managed) and focuses on retirement planning and small business owners.
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Specialties
Who they serve
- Executives
- Retirees
Facts
| Firm | B&C Financial Advisors |
|---|---|
| Based in | Ponte Vedra Beach, Florida |
| Fee model | Percentage of assets |
| Fees (firm's website) | 1.5% a year on the first tier of assets managed |
| Assets under management | $626.0M across 1,331 accounts |
| SEC registration | Investment adviser representative in FL · CRD 7899625 |
| Exams passed | Series 65 (2024) |
| Firm size | 12 employees |
| Disclosures | None reported |
| Website | www.butenskycohen.com |
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Questions about Kellie
Is Kellie Kelleher a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Kellie holds no broker registration, and B&C Financial Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Kellie charge for financial advice?
Kellie charges a percentage of assets.
How much does Kellie charge?
According to B&C Financial Advisors's website, checked October 30, 2026: 1.5% a year on the first tier of assets managed.
Where is Kellie Kelleher based?
Kellie Kelleher is based in Ponte Vedra Beach, Florida.
What does Kellie specialize in?
Kellie's specialties include retirement planning and small business owners. Kellie works with executives and retirees.
Is Kellie Kelleher registered with the SEC?
Yes. Kellie Kelleher is registered as an investment adviser representative in FL (CRD 7899625), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does B&C Financial Advisors manage?
B&C Financial Advisors reports $626.0M across 1,331 accounts in assets under management.
How do I contact Kellie Kelleher?
Through Kellie's website, www.butenskycohen.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
- B&C Financial Advisors 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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