Michael Kelly
Canopy Financial Solutions · Sanford, North Carolina
Michael Kelly is a fee-only financial advisor at Canopy Financial Solutions in Sanford, North Carolina, who holds the ChFC credential. Michael focuses on estate & legacy planning, small business owners and pension planning. Canopy Financial Solutions reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Who they serve
- Retirees
- Mid-life transitions
Facts
| Firm | Canopy Financial Solutions |
|---|---|
| Based in | Sanford, North Carolina |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Works virtually | Yes |
| Accepting new clients | Yes |
| Assets under management | $9.1M across 69 accounts |
| Credentials | ChFC |
| SEC registration | Investment adviser representative in NC · CRD 7064859 |
| Exams passed | Series 66 (2019) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.canopyfinsol.com |
| Profile |
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Questions about Michael
Is Michael Kelly a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Michael holds no broker registration, and Canopy Financial Solutions reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Michael charge for financial advice?
Michael's firm, Canopy Financial Solutions, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Does Michael work with clients virtually?
Yes. Canopy Financial Solutions says on its website that it works with clients remotely.
Where is Michael Kelly based?
Michael Kelly is based in Sanford, North Carolina.
What does Michael specialize in?
Michael's specialties include estate & legacy planning, small business owners, pension planning and retirement planning. Michael works with retirees and mid-life transitions.
What credentials does Michael Kelly hold?
Michael Kelly holds the ChFC credential.
Is Michael Kelly registered with the SEC?
Yes. Michael Kelly is registered as an investment adviser representative in NC (CRD 7064859), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Canopy Financial Solutions manage?
Canopy Financial Solutions reports $9.1M across 69 accounts in assets under management.
How do I contact Michael Kelly?
Through Michael's website, www.canopyfinsol.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
- Canopy Financial Solutions 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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