Kelly Dowdy
HC Advisors · Sandy Springs, Georgia
Kelly Dowdy is a fee-only financial advisor at HC Advisors in Sandy Springs, Georgia, who holds the CFP credential. Kelly charges a percentage of assets and focuses on estate & legacy planning, retirement planning and tax planning.
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Specialties
Who they serve
- Ultra high net worth
- Executives
- Founders
Facts
| Firm | HC Advisors |
|---|---|
| Based in | Sandy Springs, Georgia |
| Fee model | Percentage of assets |
| Assets under management | $500.2M across 792 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in GA · CRD 6747420 |
| Firm size | 8 employees |
| Disclosures | None reported |
| Website | www.hc-adv.com |
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Questions about Kelly
Is Kelly Dowdy a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Kelly holds no broker registration, and HC Advisors 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 charges a percentage of assets.
Where is Kelly Dowdy based?
Kelly Dowdy is based in Sandy Springs, Georgia.
What does Kelly specialize in?
Kelly's specialties include estate & legacy planning, retirement planning and tax planning. Kelly works with ultra high net worth, executives and founders.
What credentials does Kelly Dowdy hold?
Kelly Dowdy holds the CFP credential.
Is Kelly Dowdy registered with the SEC?
Yes. Kelly Dowdy is registered as an investment adviser representative in GA (CRD 6747420), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does HC Advisors manage?
HC Advisors reports $500.2M across 792 accounts in assets under management.
How do I contact Kelly Dowdy?
Through Kelly's website, www.hc-adv.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
- HC 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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