Kelsey Financial, LLC fees and pricing

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.

Hourly rate

$350/hr

“In some cases, we charge an hourly fee for financial planning and consulting services, up to a maximum of $350.00 per hour.”

Flat or project fee

$100⁠-⁠$20,000

“Fixed fee arrangements typically range from $100.00 to $20,000, depending on the specific arrangement reached with the client.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Kelsey Financial, LLC bills

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

• “If assets are deposited into the client’s account after the inception of a month, the account fee payable, with respect to such assets, will begin the following month.”
• “Investment supervisory services fees will be payable monthly or quarterly in advance or in arrears and on a prorated basis upon deposit of any additional funds or securities in the client’s account.”
• “If assets are deposited into the client’s account after the inception of the month, the account fee payable will begin on the first of the following month.”

How Kelsey Financial, LLC’s fees compare

• Its hourly rate of $350 is above the California median of $300. 58% of the 932 other California planners that publish an hourly rate charge less.
• 2 of the 3 other planners in Moorpark that publish an hourly rate charge less.
• Its flat or project fee of $100-$20,000 spans the California median of $5,000. 81% of the 796 other California planners that publish a flat or project fee charge less.
• 1 of the 2 other planners in Moorpark that publish a flat or project fee charge less.

About Kelsey Financial, LLC

• Firm size: 8 employees.
• Registered as an adviser: 2024 (2 years).

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

Clients

269

Employees

8

Works with

Individuals, high net worth individuals, other investment advisers, and other

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, pension consulting, selecting other advisers, educational seminars and workshops, and other services

Assets managed

$176,190,130

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

314950

Website

kelseyfinancial.net (opens in new tab)

Phone

(833) 453-5739

Can advise clients in 4 states: California, Nevada, Oregon, Texas

Other planners in Moorpark that publish fees

• Bruce James Thomas JRMoorpark$90⁠-⁠$250/hr, $180⁠-⁠$45,000
• Glatt and Associates, LLCMoorpark$325⁠-⁠$400/hr, $500
• Smartcourse Advisory, LLCMoorpark$200/hr
• 10/28 Wealth Management LLCOceanside$300/hr, $500⁠-⁠$10,000
• 360DividendsGranite Bay$300/hr, $2,500⁠-⁠$10,000
• 3D Holistic WealthIrvine$300/hr, $1,500⁠-⁠$10,000

Compare all 5 planners in Moorpark