# Susan Kelly

> Susan Kelly is a fee-only financial advisor at Tassel Capital Management in Matthews, North Carolina, who holds the CFP credential. Tassel Capital Management reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/susan-kelly/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Tassel Capital Management
- **Based in:** Matthews, North Carolina
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $266.0M across 850 accounts
- **Credentials:** CFP
- **CRD:** 8108284 (https://adviserinfo.sec.gov/individual/summary/8108284)
- **SEC registration:** Investment adviser representative in NC
- **Firm size:** 5 employees
- **Disclosures:** None reported
- **Website:** http://www.tasselcapital.com

## Frequently asked questions

### Is Susan Kelly a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Susan holds no broker registration, and Tassel Capital Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Susan charge for financial advice?

Susan's firm, Tassel Capital Management, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Susan Kelly based?

Susan Kelly is based in Matthews, North Carolina.

### What credentials does Susan Kelly hold?

Susan Kelly holds the CFP credential.

### Is Susan Kelly registered with the SEC?

Yes. Susan Kelly is registered as an investment adviser representative in NC (CRD 8108284), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Tassel Capital Management manage?

Tassel Capital Management reports $266.0M across 850 accounts in assets under management.

### How do I contact Susan Kelly?

Through Susan's website, www.tasselcapital.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/8108284): 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 and Form ADV: registration, exams, and firm facts, data as of October 29, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.