Firm
Kelly Wealth Management
Royal Oak, Michigan
Fee-only
Kelly Wealth Management at a glance
- One of 237 fee-only firms based in Michigan in the Wellspent graph.
- 2 advisors are listed here.
- Its Form ADV reports 6 employees and 529 individual clients.
- Its average account is about $178,000 (assets it manages divided by its 900 accounts).
Fee-only advisors in Michigan · What fee-only advisors charge in Michigan
Facts
| Based in | Royal Oak, Michigan |
|---|---|
| Website | kellycapitalpartners.com |
| Phone | (248) 262-7217 |
Kelly Wealth Management fees
Kelly Wealth Management doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.
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 |
|---|---|
| Assets managed | $161 million |
| Individual clients | 529 |
| Accounts managed | 900 |
| Employees | 6 |
| Planning clients | 0 |
| Registered with | The SEC (801-129066) |
| Financial planning | Offered |
| Form ADV filed | April 20, 2026 |
| SEC record | CRD 328386 |