Patrick Kelly
Aries Financial Navigators · Lititz, Pennsylvania
Patrick Kelly is a fee-only financial advisor at Aries Financial Navigators in Lititz, Pennsylvania, who holds the CFP credential. Aries Financial Navigators reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Aries Financial Navigators |
|---|---|
| Based in | Lititz, Pennsylvania |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $81.1M across 267 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in PA, TX · CRD 5469715 |
| Exams passed | Series 66 (2008) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | ariesfinancialnavigators.com |
How Patrick's firm compares
- Aries Financial Navigators's average account is about $304,000, from its Form ADV (assets managed divided by 267 accounts).
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Questions about Patrick
Is Patrick Kelly a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Patrick holds no broker registration, and Aries Financial Navigators reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Patrick charge for financial advice?
Patrick's firm, Aries Financial Navigators, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Patrick Kelly based?
Patrick Kelly is based in Lititz, Pennsylvania.
What credentials does Patrick Kelly hold?
Patrick Kelly holds the CFP credential.
Is Patrick Kelly registered with the SEC?
Yes. Patrick Kelly is registered as an investment adviser representative in PA and TX (CRD 5469715), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Aries Financial Navigators manage?
Aries Financial Navigators reports $81.1M across 267 accounts in assets under management.
How do I contact Patrick Kelly?
Through Patrick's website, ariesfinancialnavigators.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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