Kelso Huffman
High Net Worth Advisory Group · Naples, Florida
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.
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Specialties
Who they serve
- Multi-generational families
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 | $861.7M across 1,119 accounts |
| SEC registration | Investment adviser representative in FL · CRD 1928074 |
| Exams passed | Series 63 (1989) · Series 65 (2007) |
| Firm size | 9 employees |
| Disclosures | Reported; see the SEC record |
| Website | www.highnetworthadvisorygroup.com |
| Profile |
How Kelso's firm compares
- High Net Worth Advisory Group's average account is about $770,000, from its Form ADV (assets managed divided by 1,119 accounts).
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Questions about Kelso
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.
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
- High Net Worth Advisory Group 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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