Kelly Financial Group LLC fees and pricing

Financial planner in Encinitas, California. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated March 23, 2026, Kelly Financial Group LLC charges $300 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 23, 2026. Fees can change, so confirm with the firm before you hire them.

Payment and refund terms, quoted from the fee section of the brochure.

“Our quarterly fees are charged in advance of the quarter.”
“If a client terminates the advisory contract with us during a pre-paid quarter (in writing as described in the contract), we will issue a refund within 10 business days based on the daily pro-rated amount of the unearned fee collected.”

Its hourly rate of $300 matches the California median of $300. 41% of the 932 other California planners that publish an hourly rate charge less.
2 of the 5 other planners in Encinitas that publish an hourly rate charge less.

Solo practice: one person runs the firm, so you work directly with the planner.
Credentials named in the brochure: CFP®.
Meets clients remotely: the brochure mentions virtual or online meetings.
Registered as an adviser: 2016 (10 years).

How the firm is paid: Hourly fees, percentage of assets under management
Charges a % of assets: Yes
Highest asset based fee in brochure: 3% a year
Clients: 133
Employees: 1
Works with: Individuals and high net worth individuals
Services reported to regulators: Financial planning and portfolio management for individuals and small businesses
Assets managed: $89,582,183
Registered with: State securities regulators
Disciplinary disclosures: None reported
SEC CRD number: 282172
Website: thekellyfinancialgroup.com (opens in new tab)
Phone: (760) 452-8002

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