Megan Kelly
Fifth SET Private Wealth Management · Boynton Beach, Florida
Megan Kelly is a fee-only financial advisor at Fifth SET Private Wealth Management in Boynton Beach, Florida. Fifth SET Private Wealth Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Fifth SET Private Wealth Management |
|---|---|
| Based in | Boynton Beach, Florida |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $160.3M across 323 accounts |
| SEC registration | Investment adviser representative in FL · CRD 7302223 |
| Exams passed | Series 63 (2020) · Series 65 (2024) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.fifthsetwealth.com |
How Megan's firm compares
- Fifth SET Private Wealth Management's average account is about $496,000, from its Form ADV (assets managed divided by 323 accounts).
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Questions about Megan
Is Megan Kelly a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Megan holds no broker registration, and Fifth SET Private Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Megan charge for financial advice?
Megan's firm, Fifth SET Private Wealth Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Megan Kelly based?
Megan Kelly is based in Boynton Beach, Florida.
Is Megan Kelly registered with the SEC?
Yes. Megan Kelly is registered as an investment adviser representative in FL (CRD 7302223), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Fifth SET Private Wealth Management manage?
Fifth SET Private Wealth Management reports $160.3M across 323 accounts in assets under management.
How do I contact Megan Kelly?
Through Megan's website, www.fifthsetwealth.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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