William Kelleher
Lee-Kelleher-Klein Wealth Management · Ellicott City, Maryland
William Kelleher is a fee-only financial advisor at Lee-Kelleher-Klein Wealth Management in Ellicott City, Maryland. William focuses on retirement planning and sustainable & impact investing. Lee-Kelleher-Klein Wealth Management reports charging a percentage of assets on its Form ADV.
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Specialties
Facts
| Firm | Lee-Kelleher-Klein Wealth Management |
|---|---|
| Based in | Ellicott City, Maryland |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $252.4M across 454 accounts |
| SEC registration | Investment adviser representative in MD, TX · CRD 7480228 |
| Exams passed | Series 66 (2022) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.lkkwealth.com |
How William's firm compares
- Lee-Kelleher-Klein Wealth Management's average account is about $556,000, from its Form ADV (assets managed divided by 454 accounts).
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Questions about William
Is William Kelleher a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: William holds no broker registration, and Lee-Kelleher-Klein Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does William charge for financial advice?
William's firm, Lee-Kelleher-Klein Wealth Management, reports charging a percentage of assets on its SEC Form ADV.
Where is William Kelleher based?
William Kelleher is based in Ellicott City, Maryland.
What does William specialize in?
William's specialties include retirement planning and sustainable & impact investing.
Is William Kelleher registered with the SEC?
Yes. William Kelleher is registered as an investment adviser representative in MD and TX (CRD 7480228), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Lee-Kelleher-Klein Wealth Management manage?
Lee-Kelleher-Klein Wealth Management reports $252.4M across 454 accounts in assets under management.
How do I contact William Kelleher?
Through William's website, www.lkkwealth.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
- Lee-Kelleher-Klein Wealth 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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