Kelly Financial Services LLC fees and pricing
Financial planner in Braintree, Massachusetts. Registered with the SEC.
According to its Form ADV Part 2A brochure dated March 11, 2026, Kelly Financial Services LLC charges a quarterly fee of $125 and an annual fee of $500 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 11, 2026. Fees can change, so confirm with the firm before you hire them.
- Quarterly fee
- $125/qtr
“There is a minimum annual fee of $500 per year ($125 per quarter).”
- Annual fee
- $500/yr
From the same sentence as above.
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Kelly Financial Services LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “All fees are negotiable and are generally billed quarterly in arrears based on end of period account balance.”
- “All fees are negotiable and are generally billed quarterly in arrears based on end of period account balance.”
- “In limited cases KFS will, in lieu of an automatic deduction from the account, send the client an invoice for the investment advisory fee, which will be payable upon receipt.”
How Kelly Financial Services LLC’s fees compare
- Its annual fee of $500 is below the Massachusetts median of $8,250. None of the 62 other Massachusetts planners that publish an annual fee charge less.
- None of the 2 other planners in Braintree that publish an annual fee charge less.
About Kelly Financial Services LLC
“Business Summary Wealth Management Services Kelly Financial Services provides wealth management to individuals and high net-worth individuals. Kelly Financial Services provides Financial Planning services to individuals and high net-worth individuals.”
- Firm size: 10 employees.
- Credentials named in the brochure: CFP®.
- Registered as an adviser: 2018 (8 years).
Planning areas mentioned in the brochure
- College planning
- Federal employees
- Business owners
Firm details from Form ADV
- How the firm is paid
- Hourly fees, fixed or flat fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 1.5% a year
- Minimum
- $500 minimum fee (stated in brochure)
- Clients
- 1,401
- Employees
- 10
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and selecting other advisers
- Assets managed
- $623,597,927
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 291996
- Phone
- (781) 849-3090
Can advise clients in 14 states: California, Connecticut, Florida, Massachusetts, Maine, North Carolina, Nebraska, New Hampshire, Pennsylvania, Rhode Island, South Carolina, Texas, Virginia, Vermont
Other planners in Braintree that publish fees
- Dreamfield Planning Group, LLCBraintree$375/hr, $8,500/yr
- Genesis Wealth Advisors, LLCBraintree$500-$5,000
- Little House Capital, LLCBraintree$400/hr, $1,000-$5,000
- MG Financial LLCBraintree$85-$850/hr
- Msa FinancialBraintree$100-$1,000/hr, $1,000-$5,000
- Najarian Financial LLCBraintree$100-$250/hr, $500-$2,000
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.