Kelly Investment Management, LLC fees
Financial planner in Raleigh, North Carolina. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated May 6, 2026, Kelly Investment Management, LLC (Raleigh, NC) charges $125-$250 an hour and a flat or project fee of $1,000-$1,750 for financial planning.
with up to 3 other firms
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed May 6, 2026. Fees can change.
- Hourly rate
- $125-
$250/hr Below the Raleigh median of $300; none of the 13 other planners in Raleigh that publish an hourly rate charge less. Below the North Carolina median of $300; 9% of the 100 other planners in North Carolina charge less.
“Hourly fees range from $125 - $250 per hour, depending on what is negotiated between KIM and the client.”
- Flat or project fee
- $1,000-
$1,750 Below the Raleigh median of $3,750; none of the 7 other planners in Raleigh that publish a flat or project fee charge less. Below the North Carolina median of $5,000; 7% of the 86 other planners in North Carolina charge less.
“Fixed fees for longer-term consulting projects range from $1,000 to $1,750 per project.”
Read by software from the firm's brochure. Check the brochure (PDF) (opens in new tab) before you hire.
At a glance
- Also charges a % of assets
- Yes
- Minimum
- $250,000 in assets (stated in the brochure)
- Team size
- Solo practice (one employee)
- Registered since
- 2022 (4 years)
How Kelly Investment Management, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Asset Management – Fees are charged monthly in arrears and are based primarily on asset size and the level of complexity of the services provided.”
- “Fees for the initial month will be prorated based upon the number of calendar days in the calendar month that the advisory agreement is in effect.”
- “Fees are charged in arrears on a monthly basis, meaning that advisory fees for a month are charged on the first day of the following quarter.”
Firm details from Form ADV
- How the firm is paid
- Hourly fees, flat or fixed fees, and a percentage of assets under management
- Clients
- 3
- Works with
- Individuals
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $570,794
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported on Form ADV as of May 6, 2026
- CRD number
- 322335 (opens in new tab)
- Phone
- (919) 791-8884
Registered in 2 states: California, North Carolina
Other planners in Raleigh that publish fees
- Armor Investment Advisors, LLCRaleighHourly $250-$300/hr, Flat $2,500-$40,000
- Sam Badgley Inc.RaleighHourly up to $250/hr
- Townsend Asset Management Corp.RaleighHourly $250-$500/hr
- Heron Wealth LLCRaleighHourly $300/hr, Quarterly $500-$1,500/qtr
- CLW Financial Planning LLCRaleighHourly $250-$350/hr
- Highwind Wealth ManagementRaleighFlat up to $5,000
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.