Kelly Adams
Easley Investment Consultants · Ridgeland, Mississippi
Kelly Adams is a fee-only financial advisor at Easley Investment Consultants in Ridgeland, Mississippi, who holds the CFP credential. Easley Investment Consultants reports charging a percentage of assets and hourly fees on its Form ADV.
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Facts
| Firm | Easley Investment Consultants |
|---|---|
| Based in | Ridgeland, Mississippi |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $223.8M across 841 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in MS, TX · CRD 5526756 |
| Exams passed | Series 63 (2016) · Series 66 (2008) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.easleyinvest.co |
| Profile |
How Kelly's firm compares
- Easley Investment Consultants's average account is about $266,000, from its Form ADV (assets managed divided by 841 accounts).
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Questions about Kelly
Is Kelly Adams a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Kelly holds no broker registration, and Easley Investment Consultants reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Kelly charge for financial advice?
Kelly's firm, Easley Investment Consultants, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is Kelly Adams based?
Kelly Adams is based in Ridgeland, Mississippi.
What credentials does Kelly Adams hold?
Kelly Adams holds the CFP credential.
Is Kelly Adams registered with the SEC?
Yes. Kelly Adams is registered as an investment adviser representative in MS and TX (CRD 5526756), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Easley Investment Consultants manage?
Easley Investment Consultants reports $223.8M across 841 accounts in assets under management.
How do I contact Kelly Adams?
Through Kelly's website, www.easleyinvest.co.
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.
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