Mary Kelly
Kelly Wealth Management · Royal Oak, Michigan
Mary Kelly is a fee-only financial advisor at Kelly Wealth Management in Royal Oak, Michigan. Kelly Wealth Management reports charging a percentage of assets on its Form ADV.
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Facts
| Firm | Kelly Wealth Management |
|---|---|
| Based in | Royal Oak, Michigan |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $160.6M across 900 accounts |
| SEC registration | Investment adviser representative in MI · CRD 7231821 |
| Exams passed | Series 65 (2020) |
| Firm size | 6 employees |
| Disclosures | None reported |
| Website | www.kellycapitalpartners.com |
| Profile |
How Mary's firm compares
- Kelly Wealth Management's average account is about $178,000, from its Form ADV (assets managed divided by 900 accounts).
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Questions about Mary
Is Mary Kelly a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Mary holds no broker registration, and Kelly Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Mary charge for financial advice?
Mary's firm, Kelly Wealth Management, reports charging a percentage of assets on its SEC Form ADV.
Where is Mary Kelly based?
Mary Kelly is based in Royal Oak, Michigan.
Is Mary Kelly registered with the SEC?
Yes. Mary Kelly is registered as an investment adviser representative in MI (CRD 7231821), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Kelly Wealth Management manage?
Kelly Wealth Management reports $160.6M across 900 accounts in assets under management.
How do I contact Mary Kelly?
Through Mary's website, www.kellycapitalpartners.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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