Kelly Lynch
Arcadia Wealth Management · Smithtown, New York
Kelly Lynch is a fee-only financial advisor at Arcadia Wealth Management in Smithtown, New York, who holds the CFP credential. Arcadia Wealth Management reports charging a percentage of assets and hourly fees on its Form ADV.
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Facts
| Firm | Arcadia Wealth Management |
|---|---|
| Based in | Smithtown, New York |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $383.6M across 924 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in NY · CRD 7709711 |
| Firm size | 6 employees |
| Disclosures | None reported |
| Website | www.arcadiawm.com |
How Kelly's firm compares
- Arcadia Wealth Management's average account is about $415,000, from its Form ADV (assets managed divided by 924 accounts).
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Questions about Kelly
Is Kelly Lynch a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Kelly holds no broker registration, and Arcadia Wealth Management 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, Arcadia Wealth Management, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is Kelly Lynch based?
Kelly Lynch is based in Smithtown, New York.
What credentials does Kelly Lynch hold?
Kelly Lynch holds the CFP credential.
Is Kelly Lynch registered with the SEC?
Yes. Kelly Lynch is registered as an investment adviser representative in NY (CRD 7709711), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Arcadia Wealth Management manage?
Arcadia Wealth Management reports $383.6M across 924 accounts in assets under management.
How do I contact Kelly Lynch?
Through Kelly's website, www.arcadiawm.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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