Firm
The Kelly Group
Bel Air, Maryland
Fee-only
The Kelly Group at a glance
- One of 195 fee-only firms based in Maryland in the Wellspent graph.
- 16 advisors are listed here; 8 of 16 hold the CFP.
- Its Form ADV reports 22 employees and 1,087 individual clients, 247 of them high net worth.
- Its average account is about $372,000 (assets it manages divided by its 3,043 accounts).
Fee-only advisors in Maryland · What fee-only advisors charge in Maryland
Facts
| Based in | Bel Air, Maryland |
|---|---|
| Website | kellyria.com |
| [email protected] | |
| Phone | (410) 893-0560 |
The Kelly Group fees
The Kelly Group 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 · Hourly · Fixed fees |
|---|---|
| Assets managed | $1.1 billion |
| Individual clients | 840 |
| High-net-worth clients | 247 |
| Accounts managed | 3,043 |
| Employees | 22 |
| Planning clients | More than 500 |
| Registered with | The SEC (801-119450) |
| Financial planning | Offered |
| Form ADV filed | March 31, 2026 |
| SEC record | CRD 310140 |
Advisors at this firm (16)
Other fee-only firms in Maryland
- The NLW Capital Group · Baltimore
- The Pearl Financial Planning LLC · Annapolis
- Thinagee Investments · Bethesda
- Town Capital · Bel Air
- Towson Financial Advisors · Abingdon
- Trasatti Wealth Planning · Baltimore
- Tred Avon Family Wealth · Easton
- TritonPoint Wealth · Chevy Chase