Mark Kelly
University Financial Strategies, LLC · Raleigh, North Carolina
Mark Kelly is a fee-only financial advisor at University Financial Strategies, LLC in Raleigh, North Carolina, who holds the CFP credential. Mark focuses on tax planning, estate & legacy planning and retirement planning. University Financial Strategies, LLC reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
Request an introduction to Mark →
Specialties
Who they serve
- Pre-retirees
Facts
| Firm | University Financial Strategies, LLC |
|---|---|
| Based in | Raleigh, North Carolina |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Works virtually | Yes |
| Assets under management | $15.2M across 130 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in NC, TX · CRD 2287975 |
| Exams passed | Series 66 (2009) · Series 63 (2014) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | universityfinancialstrategies.com |
| Profile |
How Mark's firm compares
- University Financial Strategies, LLC's average account is about $117,000, from its Form ADV (assets managed divided by 130 accounts).
Request an introduction to Mark
Tell Mark a little about what you're looking for. Mark isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Mark
Is Mark Kelly a fee-only financial advisor?
Yes. Mark Kelly is listed in the XY Planning Network directory (XYPN members are fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Mark's firm.
How does Mark charge for financial advice?
Mark's firm, University Financial Strategies, LLC, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Does Mark work with clients virtually?
Yes. University Financial Strategies, LLC says on its website that it works with clients remotely.
Where is Mark Kelly based?
Mark Kelly is based in Raleigh, North Carolina.
What does Mark specialize in?
Mark's specialties include tax planning, estate & legacy planning and retirement planning. Mark works with pre-retirees.
What credentials does Mark Kelly hold?
Mark Kelly holds the CFP credential.
Is Mark Kelly registered with the SEC?
Yes. Mark Kelly is registered as an investment adviser representative in NC and TX (CRD 2287975), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does University Financial Strategies, LLC manage?
University Financial Strategies, LLC reports $15.2M across 130 accounts in assets under management.
How do I contact Mark Kelly?
Through Mark's website, universityfinancialstrategies.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- XY Planning Network directory listing : XYPN members are fee-only
- University Financial Strategies, LLC website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
See something wrong? Request a correction. Read our methodology.