Kelly Cappello
Argo Wealth Advisory · Mclean, Virginia
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.
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Specialties
Who they serve
- Executives
- Retirees
- Pre-retirees
Facts
| Firm | Argo Wealth Advisory |
|---|---|
| Based in | Mclean, Virginia |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $256.2M across 425 accounts |
| SEC registration | Investment adviser representative in VA · CRD 1639771 |
| Exams passed | Series 66 (2004) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | argowealthadvisory.com |
How Kelly's firm compares
- Argo Wealth Advisory's average account is about $603,000, from its Form ADV (assets managed divided by 425 accounts).
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Questions about Kelly
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.
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
- Argo Wealth Advisory 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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