Lynn McKelvey
Mckelvey Wealth Management · Tigard, Oregon
Lynn McKelvey is a fee-only financial advisor at Mckelvey Wealth Management in Tigard, Oregon. Mckelvey Wealth Management reports charging a percentage of assets and hourly fees on its Form ADV.
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Facts
| Firm | Mckelvey Wealth Management |
|---|---|
| Based in | Tigard, Oregon |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $59.3M across 195 accounts |
| SEC registration | Investment adviser representative in OR · CRD 2447958 |
| Exams passed | Series 63 (2002) · Series 65 (2006) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.mckelveywm.com |
How Lynn's firm compares
- Mckelvey Wealth Management's average account is about $304,000, from its Form ADV (assets managed divided by 195 accounts).
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Questions about Lynn
Is Lynn McKelvey a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Lynn holds no broker registration, and Mckelvey Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Lynn charge for financial advice?
Lynn's firm, Mckelvey Wealth Management, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is Lynn McKelvey based?
Lynn McKelvey is based in Tigard, Oregon.
Is Lynn McKelvey registered with the SEC?
Yes. Lynn McKelvey is registered as an investment adviser representative in OR (CRD 2447958), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Mckelvey Wealth Management manage?
Mckelvey Wealth Management reports $59.3M across 195 accounts in assets under management.
How do I contact Lynn McKelvey?
Through Lynn's website, www.mckelveywm.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
- 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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