Whitney Kelley
Pathways Advisory Group, Inc. · Fresno, California
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.
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Specialties
Facts
| Firm | Pathways Advisory Group, Inc. |
|---|---|
| Based in | Fresno, California |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $388.5M across 1,013 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA · CRD 7306176 |
| Exams passed | Series 65 (2021) |
| Firm size | 10 employees |
| Disclosures | None reported |
| Website | pathwaysag.com |
How Whitney's firm compares
- Pathways Advisory Group, Inc.'s average account is about $383,000, from its Form ADV (assets managed divided by 1,013 accounts).
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Questions about Whitney
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- Pathways Advisory Group, Inc. website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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