Kelsey Burke
Apricity Financial Planning · Whitehouse, Ohio
Kelsey Burke is a fee-only financial advisor at Apricity Financial Planning in Whitehouse, Ohio. Kelsey charges an ongoing planning fee and a one-time planning fee.
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Who they serve
- Mid-life transitions
- Divorced individuals
Facts
| Firm | Apricity Financial Planning |
|---|---|
| Based in | Whitehouse, Ohio |
| Fee model | Ongoing planning fee · One-time planning fee |
| Accepting new clients | Yes |
| Assets under management | $1.4M across 25 accounts |
| SEC registration | Investment adviser representative in OH · CRD 6401734 |
| Exams passed | Series 63 (2021) · Series 65 (2023) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.apricityfp.com |
| Profile |
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Questions about Kelsey
Is Kelsey Burke a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Kelsey holds no broker registration, and Apricity Financial Planning reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Kelsey charge for financial advice?
Kelsey charges an ongoing planning fee and a one-time planning fee.
Where is Kelsey Burke based?
Kelsey Burke is based in Whitehouse, Ohio.
Is Kelsey Burke registered with the SEC?
Yes. Kelsey Burke is registered as an investment adviser representative in OH (CRD 6401734), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Apricity Financial Planning manage?
Apricity Financial Planning reports $1.4M across 25 accounts in assets under management.
How do I contact Kelsey Burke?
Through Kelsey's website, www.apricityfp.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
- Apricity Financial Planning website : specialties, clients served, and fees, checked October 30, 2026
- 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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