Kelly Reddy-Heffner
80 West Asset Management · Pittsburgh, Pennsylvania
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.
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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 | $6.9M across 33 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in PA · CRD 6894695 |
| Exams passed | Series 65 (2017) |
| Firm size | 1 employee |
| Disclosures | None reported |
How Kelly's firm compares
- 80 West Asset Management's average account is about $210,000, from its Form ADV (assets managed divided by 33 accounts).
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Questions about Kelly
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.
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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