# Kelso Huffman

> Kelso Huffman is a fee-only financial advisor at High Net Worth Advisory Group in Naples, Florida. Kelso focuses on retirement planning. High Net Worth Advisory Group reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/kelso-huffman/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** High Net Worth Advisory Group
- **Based in:** Naples, Florida
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $861.7M across 1,119 accounts
- **Specialties:** Retirement planning
- **Works with:** Multi-generational families
- **CRD:** 1928074 (https://adviserinfo.sec.gov/individual/summary/1928074)
- **SEC registration:** Investment adviser representative in FL
- **Exams passed:** Series 63 (1989), Series 65 (2007)
- **Firm size:** 9 employees
- **Disclosures:** Reported; see the SEC record
- **Website:** https://www.highnetworthadvisorygroup.com

## Frequently asked questions

### Is Kelso Huffman a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Kelso holds no broker registration, and High Net Worth Advisory Group reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Kelso charge for financial advice?

Kelso's firm, High Net Worth Advisory Group, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Kelso Huffman based?

Kelso Huffman is based in Naples, Florida.

### What does Kelso specialize in?

Kelso's specialties include retirement planning. Kelso works with multi-generational families.

### Is Kelso Huffman registered with the SEC?

Yes. Kelso Huffman is registered as an investment adviser representative in FL (CRD 1928074), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.

### How much does High Net Worth Advisory Group manage?

High Net Worth Advisory Group reports $861.7M across 1,119 accounts in assets under management.

### How do I contact Kelso Huffman?

Through Kelso's website, www.highnetworthadvisorygroup.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/1928074): 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
- The firm's website (https://highnetworthadvisorygroup.com/): specialties, clients served, and fees, checked October 30, 2026

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