Kelly Kolstad
Paul R. Ried Financial Group · Bellevue, Washington
Kelly Kolstad is a fee-only financial advisor at Paul R. Ried Financial Group in Bellevue, Washington, who holds the CFP credential. Paul R. Ried Financial Group reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | Paul R. Ried Financial Group |
|---|---|
| Based in | Bellevue, Washington |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $1.27B across 2,516 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in TX, WA · CRD 5887272 |
| Exams passed | Series 63 (2011) · Series 65 (2011) |
| Firm size | 12 employees |
| Disclosures | None reported |
| Website | www.paulried.com |
How Kelly's firm compares
- Paul R. Ried Financial Group's average account is about $504,000, from its Form ADV (assets managed divided by 2,516 accounts).
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Questions about Kelly
Is Kelly Kolstad a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Kelly holds no broker registration, and Paul R. Ried Financial Group 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, Paul R. Ried Financial Group, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Kelly Kolstad based?
Kelly Kolstad is based in Bellevue, Washington.
What credentials does Kelly Kolstad hold?
Kelly Kolstad holds the CFP credential.
Is Kelly Kolstad registered with the SEC?
Yes. Kelly Kolstad is registered as an investment adviser representative in TX and WA (CRD 5887272), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Paul R. Ried Financial Group manage?
Paul R. Ried Financial Group reports $1.27B across 2,516 accounts in assets under management.
How do I contact Kelly Kolstad?
Through Kelly's website, www.paulried.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
- 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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