Thomas Kelly
Kelly Investment Management · Carlsbad, California
Thomas Kelly is a fee-only financial advisor at Kelly Investment Management in Carlsbad, California, who holds the CFP credential. Thomas charges a one-time planning fee (one-time plans from $249) and focuses on student loans and retirement planning.
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Specialties
Facts
| Firm | Kelly Investment Management |
|---|---|
| Based in | Carlsbad, California |
| Fee model | One-time planning fee |
| Fees (firm's website) | One-time plans from $249 |
| Assets under management | $571K across 8 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA, NC · CRD 6432291 |
| Exams passed | Series 63 (2017) · Series 65 (2017) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.investwithkim.com |
How Thomas's firm compares
- A one-time plan starts at $249, below the California median of $2,500 for fee-only firms that publish prices.
- Kelly Investment Management's average account is about $71,000, from its Form ADV (assets managed divided by 8 accounts).
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Questions about Thomas
Is Thomas Kelly a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Thomas holds no broker registration, and Kelly Investment Management 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 charges a one-time planning fee.
How much does Thomas charge?
According to Kelly Investment Management's website, checked October 30, 2026: one-time plans from $249.
Where is Thomas Kelly based?
Thomas Kelly is based in Carlsbad, California.
What does Thomas specialize in?
Thomas's specialties include student loans and retirement planning.
What credentials does Thomas Kelly hold?
Thomas Kelly holds the CFP credential.
Is Thomas Kelly registered with the SEC?
Yes. Thomas Kelly is registered as an investment adviser representative in CA and NC (CRD 6432291), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Kelly Investment Management manage?
Kelly Investment Management reports $571K across 8 accounts in assets under management.
How do I contact Thomas Kelly?
Through Thomas's website, www.investwithkim.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
- Kelly Investment Management 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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