# Kelly Cappello

> Kelly Cappello is a fee-only financial advisor at Argo Wealth Advisory in Mclean, Virginia. Kelly focuses on estate & legacy planning and retirement planning. Argo Wealth Advisory reports charging a percentage of assets and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/kelly-cappello/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Argo Wealth Advisory
- **Based in:** Mclean, Virginia
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees
- **Assets under management (firm):** $256.2M across 425 accounts
- **Specialties:** Estate & legacy planning, Retirement planning
- **Works with:** Executives, Retirees, Pre-retirees
- **CRD:** 1639771 (https://adviserinfo.sec.gov/individual/summary/1639771)
- **SEC registration:** Investment adviser representative in VA
- **Exams passed:** Series 66 (2004)
- **Firm size:** 2 employees
- **Disclosures:** None reported
- **Website:** https://argowealthadvisory.com/

## Frequently asked questions

### Is Kelly Cappello a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Kelly holds no broker registration, and Argo Wealth Advisory 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, Argo Wealth Advisory, reports charging a percentage of assets and fixed fees on its SEC Form ADV.

### Where is Kelly Cappello based?

Kelly Cappello is based in Mclean, Virginia.

### What does Kelly specialize in?

Kelly's specialties include estate & legacy planning and retirement planning. Kelly works with executives, retirees and pre-retirees.

### Is Kelly Cappello registered with the SEC?

Yes. Kelly Cappello is registered as an investment adviser representative in VA (CRD 1639771), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Argo Wealth Advisory manage?

Argo Wealth Advisory reports $256.2M across 425 accounts in assets under management.

### How do I contact Kelly Cappello?

Through Kelly's website, argowealthadvisory.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/1639771): 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 and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://argowealthadvisory.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.