Zachary Smith
The Kelly Group · Blacksburg, Virginia
Zachary Smith is a fee-only financial advisor at The Kelly Group in Blacksburg, Virginia, who holds the CFP credential. The Kelly Group reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
Request an introduction to Zachary →
Facts
| Firm | The Kelly Group |
|---|---|
| Based in | Blacksburg, Virginia |
| 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 MD, VA · CRD 6959970 |
| Exams passed | Series 65 (2019) |
| Firm size | 22 employees |
| Disclosures | None reported |
| Website | kellyria.com |
How Zachary's firm compares
- The Kelly Group's average account is about $372,000, from its Form ADV (assets managed divided by 3,043 accounts).
Request an introduction to Zachary
Tell Zachary a little about what you're looking for. Zachary isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Zachary
Is Zachary Smith a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Zachary 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 Zachary charge for financial advice?
Zachary's firm, The Kelly Group, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Zachary Smith based?
Zachary Smith is based in Blacksburg, Virginia.
What credentials does Zachary Smith hold?
Zachary Smith holds the CFP credential.
Is Zachary Smith registered with the SEC?
Yes. Zachary Smith is registered as an investment adviser representative in MD and VA (CRD 6959970), 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 Zachary Smith?
Through Zachary's website, kellyria.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Blacksburg
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.
See something wrong? Request a correction. Read our methodology.