Raymond Kelsey
Finco Investment Services · Gilbert, Arizona
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.
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Facts
| Firm | Finco Investment Services |
|---|---|
| Based in | Gilbert, Arizona |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $50.4M across 172 accounts |
| SEC registration | Investment adviser representative in AZ, PA · CRD 4992820 |
| Exams passed | Series 65 (2005) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Profile |
How Raymond's firm compares
- Finco Investment Services's average account is about $293,000, from its Form ADV (assets managed divided by 172 accounts).
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Questions about Raymond
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.
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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