Sean Kelly
Kelly Financial Group · Encinitas, California
Sean Kelly is a fee-only financial advisor at Kelly Financial Group in Encinitas, California, who holds the CFP credential. Kelly Financial Group reports charging a percentage of assets and hourly fees on its Form ADV.
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Facts
| Firm | Kelly Financial Group |
|---|---|
| Based in | Encinitas, California |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $89.6M across 303 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA, TX · CRD 5043096 |
| Exams passed | Series 63 (2005) · Series 65 (2009) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.thekellyfinancialgroup.com |
| Profile |
How Sean's firm compares
- Kelly Financial Group's average account is about $296,000, from its Form ADV (assets managed divided by 303 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 Financial Group 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 Financial Group, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is Sean Kelly based?
Sean Kelly is based in Encinitas, California.
What credentials does Sean Kelly hold?
Sean Kelly holds the CFP credential.
Is Sean Kelly registered with the SEC?
Yes. Sean Kelly is registered as an investment adviser representative in CA and TX (CRD 5043096), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Kelly Financial Group manage?
Kelly Financial Group reports $89.6M across 303 accounts in assets under management.
How do I contact Sean Kelly?
Through Sean's website, www.thekellyfinancialgroup.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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