# Whitney Kelley

> Whitney Kelley is a fee-only financial advisor at Pathways Advisory Group, Inc. in Fresno, California, who holds the CFP credential. Whitney focuses on tax planning and retirement planning. Pathways Advisory Group, Inc. reports charging a percentage of assets and hourly fees on its Form ADV.

Page: https://find.wellspent.co/advisors/whitney-kelley/
Built from public directory listings; last checked April 21, 2026.

## Facts

- **Firm:** Pathways Advisory Group, Inc.
- **Based in:** Fresno, California
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly
- **Assets under management (firm):** $388.5M across 1,013 accounts
- **Credentials:** CFP
- **Specialties:** Tax planning, Retirement planning
- **CRD:** 7306176 (https://adviserinfo.sec.gov/individual/summary/7306176)
- **SEC registration:** Investment adviser representative in CA
- **Exams passed:** Series 65 (2021)
- **Firm size:** 10 employees
- **Disclosures:** None reported
- **Website:** http://pathwaysag.com

## Frequently asked questions

### Is Whitney Kelley a fee-only financial advisor?

Yes. Whitney Kelley is listed in the NAPFA directory (NAPFA admits only fee-only advisors). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Whitney's firm.

### How does Whitney charge for financial advice?

Whitney's firm, Pathways Advisory Group, Inc., reports charging a percentage of assets and hourly fees on its SEC Form ADV.

### Where is Whitney Kelley based?

Whitney Kelley is based in Fresno, California.

### What does Whitney specialize in?

Whitney's specialties include tax planning and retirement planning.

### What credentials does Whitney Kelley hold?

Whitney Kelley holds the CFP credential.

### Is Whitney Kelley registered with the SEC?

Yes. Whitney Kelley is registered as an investment adviser representative in CA (CRD 7306176), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

### How much does Pathways Advisory Group, Inc. manage?

Pathways Advisory Group, Inc. reports $388.5M across 1,013 accounts in assets under management.

### How do I contact Whitney Kelley?

Through Whitney's website, pathwaysag.com.

## Sources

- NAPFA directory listing (https://www.napfa.org/find-an-advisor/firm/7401): NAPFA admits only fee-only advisors
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026
- The firm's website (https://pathwaysadvisorygroup.com/): specialties, clients served, and fees, checked October 28, 2026

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