Firm
Kiely Capital Management, Inc.
Morristown, New Jersey
Fee-only
Kiely Capital Management, Inc. at a glance
- One of 217 fee-only firms based in New Jersey in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 2 employees and 37 individual clients, 12 of them high net worth.
- Its average account is about $684,000 (assets it manages divided by its 85 accounts).
- Its hourly rate of $250 is below the New Jersey median of $300.
- Its website says it's taking new clients.
Fee-only advisors in New Jersey · What fee-only advisors charge in New Jersey
Facts
| Based in | Morristown, New Jersey |
|---|---|
| Website | kielycapital.com |
| [email protected] | |
| Phone | (973) 455-1894 |
Kiely Capital Management, Inc. fees
What the firm's own website says it charges, checked October 28, 2026. We keep a price only when the exact words stating it appear on the page.
| One-time plan | From $500 |
|---|---|
| Hourly | $250 an hour |
| How it charges | Percentage of assets · Hourly · One-time plans or projects · Ongoing planning fee |
In the firm's words
"A two-hour working session for $500.00." source
"based on an hourly rate of $250.00." source
"Fees for our Investment Management Services are based on the value of the assets in the client's account." source
"The retirement plan package costs $2,500.00, based on an hourly rate of $250.00." 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 | $58 million |
| Individual clients | 25 |
| High-net-worth clients | 12 |
| Accounts managed | 85 |
| Employees | 2 |
| Planning clients | 1-10 |
| Registered with | The SEC (801-62758) |
| Financial planning | Offered |
| Form ADV filed | March 20, 2026 |
| SEC record | CRD 121480 |