# Raymond Kelsey

> Raymond Kelsey is a fee-only financial advisor at Finco Investment Services in Gilbert, Arizona. Finco Investment Services reports charging a percentage of assets and hourly fees on its Form ADV.

Page: https://find.wellspent.co/advisors/raymond-kelsey/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Finco Investment Services
- **Based in:** Gilbert, Arizona
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly
- **Assets under management (firm):** $50.4M across 172 accounts
- **CRD:** 4992820 (https://adviserinfo.sec.gov/individual/summary/4992820)
- **SEC registration:** Investment adviser representative in AZ, PA
- **Exams passed:** Series 65 (2005)
- **Firm size:** 2 employees
- **Disclosures:** None reported

## Frequently asked questions

### Is Raymond Kelsey a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Raymond holds no broker registration, and Finco Investment Services reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Raymond charge for financial advice?

Raymond's firm, Finco Investment Services, reports charging a percentage of assets and hourly fees on its SEC Form ADV.

### Where is Raymond Kelsey based?

Raymond Kelsey is based in Gilbert, Arizona.

### Is Raymond Kelsey registered with the SEC?

Yes. Raymond Kelsey is registered as an investment adviser representative in AZ and PA (CRD 4992820), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Finco Investment Services manage?

Finco Investment Services reports $50.4M across 172 accounts in assets under management.

### How do I contact Raymond Kelsey?

Contact details aren't on file yet. Search for Finco Investment Services.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/4992820): 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 and Form ADV: registration, exams, and firm facts, data as of October 29, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.