Ricky Kelley
RD Kelley Financial Group · Tucson, Arizona
Ricky Kelley is a fee-only financial advisor at RD Kelley Financial Group in Tucson, Arizona, who holds the CFP credential. Ricky charges a flat fee or retainer and an ongoing planning fee and focuses on retirement planning, estate & legacy planning and tax planning.
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Specialties
Who they serve
- Retirees
- Pre-retirees
Facts
| Firm | RD Kelley Financial Group |
|---|---|
| Based in | Tucson, Arizona |
| Fee model | Flat fee or retainer · Ongoing planning fee |
| Assets under management | $12M across 5 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in AZ · CRD 1484898 |
| Exams passed | Series 63 (1986) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | rdkelleyfinancial.com |
How Ricky's firm compares
- RD Kelley Financial Group's average account is about $2.4 million, from its Form ADV (assets managed divided by 5 accounts).
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Questions about Ricky
Is Ricky Kelley a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Ricky holds no broker registration, and RD Kelley Financial Group reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Ricky charge for financial advice?
Ricky charges a flat fee or retainer and an ongoing planning fee.
Where is Ricky Kelley based?
Ricky Kelley is based in Tucson, Arizona.
What does Ricky specialize in?
Ricky's specialties include retirement planning, estate & legacy planning and tax planning. Ricky works with retirees and pre-retirees.
What credentials does Ricky Kelley hold?
Ricky Kelley holds the CFP credential.
Is Ricky Kelley registered with the SEC?
Yes. Ricky Kelley is registered as an investment adviser representative in AZ (CRD 1484898), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does RD Kelley Financial Group manage?
RD Kelley Financial Group reports $12M across 5 accounts in assets under management.
How do I contact Ricky Kelley?
Through Ricky's website, rdkelleyfinancial.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
- RD Kelley Financial Group 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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