Firm
Kelly Investment Management
Carlsbad, California
Fee-only
Kelly Investment Management at a glance
- One of 1,191 fee-only firms based in California in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 1 employee and 3 individual clients.
- Its average account is about $71,000 (assets it manages divided by its 8 accounts).
Fee-only advisors in California · What fee-only advisors charge in California
Facts
| Based in | Carlsbad, California |
|---|---|
| Website | investwithkim.com |
| Phone | (919) 791-8884 |
Kelly Investment Management fees
What the firm's own website says it charges, checked October 30, 2026. We keep a price only when the exact words stating it appear on the page.
| One-time plan | From $249 |
|---|---|
| How it charges | One-time plans or projects |
In the firm's words
"Focused Student Loan Planning for only $249" source
"Focused Student Loan Planning for only $249" source
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Hourly · Fixed fees |
|---|---|
| Assets managed | $1 million |
| Individual clients | 3 |
| Accounts managed | 8 |
| Employees | 1 |
| Planning clients | 1-10 |
| Financial planning | Offered |
| Form ADV filed | May 6, 2026 |
| SEC record | CRD 322335 |