Thomas Cusick
The Kelly Group · Bel Air, Maryland
Thomas Cusick is a fee-only financial advisor at The Kelly Group in Bel Air, Maryland, who holds the CFP credential. The Kelly Group reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | The Kelly Group |
|---|---|
| Based in | Bel Air, Maryland |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $1.13B across 3,043 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA, DE, MD, NC, OH, PA, TX, VA · CRD 6670047 |
| Exams passed | Series 63 (2019) |
| Firm size | 22 employees |
| Disclosures | None reported |
| Website | kellyria.com |
How Thomas's firm compares
- The Kelly Group's average account is about $372,000, from its Form ADV (assets managed divided by 3,043 accounts).
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Questions about Thomas
Is Thomas Cusick a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Thomas holds no broker registration, and The Kelly Group reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Thomas charge for financial advice?
Thomas's firm, The Kelly Group, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Thomas Cusick based?
Thomas Cusick is based in Bel Air, Maryland.
What credentials does Thomas Cusick hold?
Thomas Cusick holds the CFP credential.
Is Thomas Cusick registered with the SEC?
Yes. Thomas Cusick is registered as an investment adviser representative in CA, DE, MD, NC, OH, PA, TX and VA (CRD 6670047), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does The Kelly Group manage?
The Kelly Group reports $1.13B across 3,043 accounts in assets under management.
How do I contact Thomas Cusick?
Through Thomas's website, kellyria.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Bel Air
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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