Stephanie Kelly
ADG Wealth Management Group · Metairie, Louisiana
Stephanie Kelly is a fee-only financial advisor at ADG Wealth Management Group in Metairie, Louisiana. ADG Wealth Management Group reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | ADG Wealth Management Group |
|---|---|
| Based in | Metairie, Louisiana |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $336.3M across 1,553 accounts |
| SEC registration | Investment adviser representative in LA · CRD 3072708 |
| Exams passed | Series 66 (2008) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | www.adgwealth.com |
How Stephanie's firm compares
- ADG Wealth Management Group's average account is about $217,000, from its Form ADV (assets managed divided by 1,553 accounts).
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Questions about Stephanie
Is Stephanie Kelly a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Stephanie holds no broker registration, and ADG Wealth Management Group reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Stephanie charge for financial advice?
Stephanie's firm, ADG Wealth Management Group, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Stephanie Kelly based?
Stephanie Kelly is based in Metairie, Louisiana.
Is Stephanie Kelly registered with the SEC?
Yes. Stephanie Kelly is registered as an investment adviser representative in LA (CRD 3072708), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does ADG Wealth Management Group manage?
ADG Wealth Management Group reports $336.3M across 1,553 accounts in assets under management.
How do I contact Stephanie Kelly?
Through Stephanie's website, www.adgwealth.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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