Kelly Pedersen
Caissa Wealth Strategies · Minneapolis, Minnesota
Kelly Pedersen is a fee-only financial advisor at Caissa Wealth Strategies in Minneapolis, Minnesota, who holds the CDFA and CFP credentials. Kelly focuses on divorce financial planning, estate & legacy planning and founders (pre-exit). Caissa Wealth Strategies reports charging a percentage of assets and fixed fees on its Form ADV.
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Specialties
Who they serve
- Executives
- Founders
Facts
| Firm | Caissa Wealth Strategies |
|---|---|
| Based in | Minneapolis, Minnesota |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $297.0M across 175 accounts |
| Credentials | CDFA · CFP |
| SEC registration | Investment adviser representative in MN · CRD 4301810 |
| Exams passed | Series 66 (2001) |
| Firm size | 10 employees |
| Disclosures | None reported |
| Website | caissawealth.com |
| Profile |
How Kelly's firm compares
- Caissa Wealth Strategies's average account is about $1.7 million, from its Form ADV (assets managed divided by 175 accounts).
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Questions about Kelly
Is Kelly Pedersen a fee-only financial advisor?
Yes. Kelly Pedersen is listed in the NAPFA directory (NAPFA admits only fee-only advisors). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Kelly's firm.
How does Kelly charge for financial advice?
Kelly's firm, Caissa Wealth Strategies, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Kelly Pedersen based?
Kelly Pedersen is based in Minneapolis, Minnesota.
What does Kelly specialize in?
Kelly's specialties include divorce financial planning, estate & legacy planning, founders (pre-exit), tax planning and equity compensation. Kelly works with executives and founders.
What credentials does Kelly Pedersen hold?
Kelly Pedersen holds the CDFA and CFP credentials.
Is Kelly Pedersen registered with the SEC?
Yes. Kelly Pedersen is registered as an investment adviser representative in MN (CRD 4301810), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does Caissa Wealth Strategies manage?
Caissa Wealth Strategies reports $297.0M across 175 accounts in assets under management.
How do I contact Kelly Pedersen?
Through Kelly's website, caissawealth.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Minneapolis
Other advisors in Minnesota who focus on divorce financial planning
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- Caissa Wealth Strategies website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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