# Kelly Doyle

> Kelly Doyle is a fee-only financial advisor at Wealthrise Financial Planning in Carlsbad, California. Kelly charges hourly fees.

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

## Facts

- **Firm:** Wealthrise Financial Planning
- **Based in:** Carlsbad, California
- **Fee model:** Hourly
- **Assets under management (firm):** $136.0M across 341 accounts
- **CRD:** 7861921 (https://adviserinfo.sec.gov/individual/summary/7861921)
- **SEC registration:** Investment adviser representative in CA
- **Exams passed:** Series 65 (2023)
- **Firm size:** 2 employees
- **Disclosures:** None reported
- **Website:** http://www.wealthrisefp.com

## Frequently asked questions

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

Yes, according to SEC records as of October 29, 2026: Kelly holds no broker registration, and Wealthrise Financial Planning 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 hourly fees.

### Where is Kelly Doyle based?

Kelly Doyle is based in Carlsbad, California.

### Is Kelly Doyle registered with the SEC?

Yes. Kelly Doyle is registered as an investment adviser representative in CA (CRD 7861921), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Wealthrise Financial Planning manage?

Wealthrise Financial Planning reports $136.0M across 341 accounts in assets under management.

### How do I contact Kelly Doyle?

Through Kelly's website, www.wealthrisefp.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/7861921): 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://wealthrisefp.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.