Ryan Kelly
RFK Capital Management · Sandy, Utah
Ryan Kelly is a fee-only financial advisor at RFK Capital Management in Sandy, Utah, who holds the CFP credential. Ryan charges a flat fee or retainer and a one-time planning fee (one-time plans from $3,400) and focuses on flat-fee planning.
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Specialties
Who they serve
- Physicians
- Pre-retirees
Facts
| Firm | RFK Capital Management |
|---|---|
| Based in | Sandy, Utah |
| Fee model | Flat fee or retainer · One-time planning fee |
| Fees (firm's website) | One-time plans from $3,400 |
| Accepting new clients | Yes |
| Credentials | CFP |
| SEC registration | Investment adviser representative in TX, UT · CRD 5907617 |
| Exams passed | Series 65 (2017) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.rfkcapitalmanagement.com |
| Profile |
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Questions about Ryan
Is Ryan Kelly a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Ryan holds no broker registration, and RFK Capital Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Ryan charge for financial advice?
Ryan charges a flat fee or retainer and a one-time planning fee.
How much does Ryan charge?
According to RFK Capital Management's website, checked October 30, 2026: one-time plans from $3,400.
Where is Ryan Kelly based?
Ryan Kelly is based in Sandy, Utah.
What does Ryan specialize in?
Ryan's specialties include flat-fee planning. Ryan works with physicians and pre-retirees.
What credentials does Ryan Kelly hold?
Ryan Kelly holds the CFP credential.
Is Ryan Kelly registered with the SEC?
Yes. Ryan Kelly is registered as an investment adviser representative in TX and UT (CRD 5907617), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How do I contact Ryan Kelly?
Through Ryan's website, www.rfkcapitalmanagement.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
- RFK Capital Management 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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