Shane Kelly
Mayport · Newton, Massachusetts
Shane Kelly is a fee-only financial advisor at Mayport in Newton, Massachusetts, who holds the CFP and CFA credentials. Shane charges a flat fee or retainer and an ongoing planning fee (ongoing planning from $15,450 a year) and focuses on flat-fee planning, retirement planning and student loans.
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Specialties
Facts
| Firm | Mayport |
|---|---|
| Based in | Newton, Massachusetts |
| Fee model | Flat fee or retainer · Ongoing planning fee |
| Fees (firm's website) | Ongoing planning from $15,450 a year |
| Accepting new clients | Yes |
| Assets under management | $694.9M across 756 accounts |
| Credentials | CFP · CFA |
| SEC registration | Investment adviser representative in MA · CRD 6976646 |
| Exams passed | Series 66 (2019) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.mayport.com |
| Profile |
How Shane's firm compares
- Ongoing planning starts at $15,450 a year, above the Massachusetts median of $5,000 for fee-only firms that publish prices.
- Mayport's average account is about $919,000, from its Form ADV (assets managed divided by 756 accounts).
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Questions about Shane
Is Shane Kelly a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Shane holds no broker registration, and Mayport reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Shane charge for financial advice?
Shane charges a flat fee or retainer and an ongoing planning fee.
How much does Shane charge?
According to Mayport's website, checked October 30, 2026: ongoing planning from $15,450 a year.
Where is Shane Kelly based?
Shane Kelly is based in Newton, Massachusetts.
What does Shane specialize in?
Shane's specialties include flat-fee planning, retirement planning and student loans.
What credentials does Shane Kelly hold?
Shane Kelly holds the CFP and CFA credentials.
Is Shane Kelly registered with the SEC?
Yes. Shane Kelly is registered as an investment adviser representative in MA (CRD 6976646), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Mayport manage?
Mayport reports $694.9M across 756 accounts in assets under management.
How do I contact Shane Kelly?
Through Shane's website, www.mayport.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
- Mayport 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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