Lelamarie Kelly
Life UnLocked Partners · Venice, California
Lelamarie Kelly is a fee-only financial advisor at Life UnLocked Partners in Venice, California. Lelamarie charges a percentage of assets (1%–2% a year of assets managed and a $150,000 asset minimum) and focuses on retirement planning, founders (pre-exit) and family wealth transfer.
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Specialties
Facts
| Firm | Life UnLocked Partners |
|---|---|
| Based in | Venice, California |
| Fee model | Percentage of assets |
| Fees (firm's website) | 1%–2% a year of assets managed · A $150,000 asset minimum |
| Accepting new clients | Yes |
| Assets under management | $14.8M across 59 accounts |
| SEC registration | Investment adviser representative in CA · CRD 7497581 |
| Exams passed | Series 65 (2024) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.lifeunlocked.partners |
| Profile |
How Lelamarie's firm compares
- Life UnLocked Partners's average account is about $250,000, from its Form ADV (assets managed divided by 59 accounts).
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Questions about Lelamarie
Is Lelamarie Kelly a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Lelamarie holds no broker registration, and Life UnLocked Partners reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Lelamarie charge for financial advice?
Lelamarie charges a percentage of assets.
How much does Lelamarie charge?
According to Life UnLocked Partners's website, checked October 30, 2026: 1%–2% a year of assets managed; a $150,000 asset minimum.
Where is Lelamarie Kelly based?
Lelamarie Kelly is based in Venice, California.
What does Lelamarie specialize in?
Lelamarie's specialties include retirement planning, founders (pre-exit) and family wealth transfer.
Is Lelamarie Kelly registered with the SEC?
Yes. Lelamarie Kelly is registered as an investment adviser representative in CA (CRD 7497581), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Life UnLocked Partners manage?
Life UnLocked Partners reports $14.8M across 59 accounts in assets under management.
How do I contact Lelamarie Kelly?
Through Lelamarie's website, www.lifeunlocked.partners.
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
- Life UnLocked Partners 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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