Kelly Bashore
Addis & Hill · Wayne, Pennsylvania
Kelly Bashore is a fee-only financial advisor at Addis & Hill in Wayne, Pennsylvania. Addis & Hill reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | Addis & Hill |
|---|---|
| Based in | Wayne, Pennsylvania |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $254.0M across 412 accounts |
| SEC registration | Investment adviser representative in PA · CRD 6632710 |
| Exams passed | Series 65 (2016) |
| Firm size | 6 employees |
| Disclosures | None reported |
| Website | www.addishill.com |
How Kelly's firm compares
- Addis & Hill's average account is about $616,000, from its Form ADV (assets managed divided by 412 accounts).
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Questions about Kelly
Is Kelly Bashore a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Kelly holds no broker registration, and Addis & Hill 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, Addis & Hill, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Kelly Bashore based?
Kelly Bashore is based in Wayne, Pennsylvania.
Is Kelly Bashore registered with the SEC?
Yes. Kelly Bashore is registered as an investment adviser representative in PA (CRD 6632710), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Addis & Hill manage?
Addis & Hill reports $254.0M across 412 accounts in assets under management.
How do I contact Kelly Bashore?
Through Kelly's website, www.addishill.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.
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