Sean Kelly
Kelly Wealth Management · Royal Oak, Michigan
Sean Kelly is a fee-only financial advisor at Kelly Wealth Management in Royal Oak, Michigan. Kelly Wealth Management reports charging a percentage of assets on its Form ADV.
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Facts
| Firm | Kelly Wealth Management |
|---|---|
| Based in | Royal Oak, Michigan |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $160.6M across 900 accounts |
| SEC registration | Investment adviser representative in MI · CRD 7623299 |
| Exams passed | Series 65 (2022) |
| Firm size | 6 employees |
| Disclosures | None reported |
| Website | www.kellycapitalpartners.com |
| Profile |
How Sean's firm compares
- Kelly Wealth Management's average account is about $178,000, from its Form ADV (assets managed divided by 900 accounts).
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Questions about Sean
Is Sean Kelly a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Sean holds no broker registration, and Kelly Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Sean charge for financial advice?
Sean's firm, Kelly Wealth Management, reports charging a percentage of assets on its SEC Form ADV.
Where is Sean Kelly based?
Sean Kelly is based in Royal Oak, Michigan.
Is Sean Kelly registered with the SEC?
Yes. Sean Kelly is registered as an investment adviser representative in MI (CRD 7623299), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Kelly Wealth Management manage?
Kelly Wealth Management reports $160.6M across 900 accounts in assets under management.
How do I contact Sean Kelly?
Through Sean's website, www.kellycapitalpartners.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
- 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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