Ryan Kelly
Aries Financial Navigators · Lititz, Pennsylvania
Ryan Kelly is a fee-only financial advisor at Aries Financial Navigators in Lititz, Pennsylvania, who holds the AIF, CFP and CRPC credentials. Ryan focuses on retirement planning, tax planning and estate & legacy planning. Aries Financial Navigators reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Who they serve
- Retirees
- Pre-retirees
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 | AIF · CFP · CRPC · EA |
| Firm size | 1 employee |
| Website | ariesfinancialnavigators.com |
How Ryan'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 Ryan
Is Ryan Kelly a fee-only financial advisor?
Yes. Ryan Kelly is listed in the NAPFA directory (NAPFA admits only fee-only advisors) and the XY Planning Network directory (XYPN members are fee-only).
How does Ryan charge for financial advice?
Ryan's firm, Aries Financial Navigators, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Ryan Kelly based?
Ryan Kelly is based in Lititz, Pennsylvania.
What does Ryan specialize in?
Ryan's specialties include retirement planning, tax planning and estate & legacy planning. Ryan works with retirees and pre-retirees.
What credentials does Ryan Kelly hold?
Ryan Kelly holds the AIF, CFP, CRPC and EA credentials.
How much does Aries Financial Navigators manage?
Aries Financial Navigators reports $81.1M across 267 accounts in assets under management.
How do I contact Ryan Kelly?
Through Ryan's website, ariesfinancialnavigators.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- XY Planning Network directory listing : XYPN members are fee-only
- Aries Financial Navigators website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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