Kelly Doyle
Wealthrise Financial Planning · Carlsbad, California
Kelly Doyle is a fee-only financial advisor at Wealthrise Financial Planning in Carlsbad, California. Kelly charges hourly fees.
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Facts
| Firm | Wealthrise Financial Planning |
|---|---|
| Based in | Carlsbad, California |
| Fee model | Hourly |
| Assets under management | $136.0M across 341 accounts |
| SEC registration | Investment adviser representative in CA · CRD 7861921 |
| Exams passed | Series 65 (2023) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.wealthrisefp.com |
| Profile |
How Kelly's firm compares
- Wealthrise Financial Planning's average account is about $399,000, from its Form ADV (assets managed divided by 341 accounts).
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Questions about Kelly
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Carlsbad
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
- Wealthrise Financial Planning 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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