Lisa Kelly
Mairs & Power · St. Paul, Minnesota
Lisa Kelly is a fee-only financial advisor at Mairs & Power in St. Paul, Minnesota. Mairs & Power reports charging a percentage of assets, fixed fees and performance-based fees on its Form ADV.
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Facts
| Firm | Mairs & Power |
|---|---|
| Based in | St. Paul, Minnesota |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees · Performance-based fees |
| Fees (firm's website) | A $2,000,000 asset minimum |
| Accepting new clients | Yes |
| Assets under management | $12.14B across 1,725 accounts |
| SEC registration | Investment adviser representative in MN · CRD 5192040 |
| Exams passed | Series 63 (2008) · Series 65 (2012) |
| Firm size | 60 employees |
| Disclosures | None reported |
| Website | www.mairsandpower.com |
How Lisa's firm compares
- Mairs & Power's average account is about $7.0 million, from its Form ADV (assets managed divided by 1,725 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 Mairs & Power 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, Mairs & Power, reports charging a percentage of assets, fixed fees and performance-based fees on its SEC Form ADV.
How much does Lisa charge?
According to Mairs & Power's website, checked October 30, 2026: a $2,000,000 asset minimum.
Where is Lisa Kelly based?
Lisa Kelly is based in St. Paul, Minnesota.
Is Lisa Kelly registered with the SEC?
Yes. Lisa Kelly is registered as an investment adviser representative in MN (CRD 5192040), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Mairs & Power manage?
Mairs & Power reports $12.14B across 1,725 accounts in assets under management.
How do I contact Lisa Kelly?
Through Lisa's website, www.mairsandpower.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in St. Paul
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
- Mairs & Power 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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