Lisa Kelly
Federmann Financial Advisors · Rocky Point, New York
Lisa Kelly is a fee-only financial advisor at Federmann Financial Advisors in Rocky Point, New York, who holds the CFP and PFS credentials. Lisa focuses on estate & legacy planning and retirement planning. Federmann Financial Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Facts
| Firm | Federmann Financial Advisors |
|---|---|
| Based in | Rocky Point, New York |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $108.2M across 167 accounts |
| Credentials | CFP · PFS |
| SEC registration | Investment adviser representative in NY · CRD 5110571 |
| Exams passed | Series 65 (2006) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.fedadvisors.com |
| Profile |
How Lisa's firm compares
- Federmann Financial Advisors's average account is about $648,000, from its Form ADV (assets managed divided by 167 accounts).
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Questions about Lisa
Is Lisa Kelly a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Lisa holds no broker registration, and Federmann Financial Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Lisa charge for financial advice?
Lisa's firm, Federmann Financial Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Lisa Kelly based?
Lisa Kelly is based in Rocky Point, New York.
What does Lisa specialize in?
Lisa's specialties include estate & legacy planning and retirement planning.
What credentials does Lisa Kelly hold?
Lisa Kelly holds the CFP and PFS credentials.
Is Lisa Kelly registered with the SEC?
Yes. Lisa Kelly is registered as an investment adviser representative in NY (CRD 5110571), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Federmann Financial Advisors manage?
Federmann Financial Advisors reports $108.2M across 167 accounts in assets under management.
How do I contact Lisa Kelly?
Through Lisa's website, www.fedadvisors.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
- Federmann Financial Advisors 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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