# Kelly Reddy-Heffner

> Kelly Reddy-Heffner is a fee-only financial advisor at 80 West Asset Management in Pittsburgh, Pennsylvania, who holds the CFP credential. 80 West Asset Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/kelly-reddy-heffner/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** 80 West Asset Management
- **Based in:** Pittsburgh, Pennsylvania
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $6.9M across 33 accounts
- **Credentials:** CFP
- **CRD:** 6894695 (https://adviserinfo.sec.gov/individual/summary/6894695)
- **SEC registration:** Investment adviser representative in PA
- **Exams passed:** Series 65 (2017)
- **Firm size:** 1 employee
- **Disclosures:** None reported

## Frequently asked questions

### Is Kelly Reddy-Heffner a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Kelly holds no broker registration, and 80 West Asset 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, 80 West Asset Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Kelly Reddy-Heffner based?

Kelly Reddy-Heffner is based in Pittsburgh, Pennsylvania.

### What credentials does Kelly Reddy-Heffner hold?

Kelly Reddy-Heffner holds the CFP credential.

### Is Kelly Reddy-Heffner registered with the SEC?

Yes. Kelly Reddy-Heffner is registered as an investment adviser representative in PA (CRD 6894695), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does 80 West Asset Management manage?

80 West Asset Management reports $6.9M across 33 accounts in assets under management.

### How do I contact Kelly Reddy-Heffner?

Contact details aren't on file yet. Search for 80 West Asset Management.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/6894695): 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

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.