Kiely Capital Management, Inc. fees
Financial planner in Morristown, New Jersey. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 20, 2026, Kiely Capital Management, Inc. (Morristown, NJ) charges $250 an hour for financial planning.
with up to 3 other firms
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 20, 2026. Fees can change.
- Hourly rate
- $250/hr
Below the New Jersey median of $300; 17% of the 82 other planners in New Jersey that publish an hourly rate charge less. 1 of the 2 other planners in Morristown charges less.
“Two Hour Consultations Office consultations are provided at an hourly rate of $250.”
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
- None stated in the brochure
- Credentials held at the firm
- CFP® professional (opens in new tab) and CPA
- Team size
- 2 employees
How Kiely Capital Management, Inc. bills
Payment and refund terms, quoted from the fee section of the brochure.
- “We will prorate the advisory fees received through the termination date and send you an invoice for the advisory fees due.”
- “You will receive an invoice upon completion of the financial plan that is payable upon receipt.”
- “You may pay for financial planning services by check or cash.”
About Kiely Capital Management, Inc.
“Here are some sample topics that we could discuss: College Saving Plan Retirement Cash Flow Life Insurance Review Investment Asset Allocation Review Mutual Fund Basics Evaluation of your 401(k) Plan Review Of Your Early Retirement Offer Discussion Of Lump Sum vs.”
Planning areas mentioned in the brochure
- Early retirement / FIRE
- Insurance analysis
- Cash flow and budgeting
Firm details from Form ADV
- How the firm is paid
- Hourly fees, flat or fixed fees, and a percentage of assets under management
- Clients
- 37
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $58.1 million
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported on Form ADV as of March 20, 2026
- CRD number
- 121480 (opens in new tab)
- Phone
- (973) 455-1894
Other planners in Morristown that publish fees
- Beacon TrustMorristownFlat $5,000-$15,000
- Lavish Financial PlanningMorristownHourly $350/hr, Monthly $335-$450/mo
- Simon Quick Advisors, LLCMorristownHourly $125/hr, Flat $250
More planners in New Jersey that publish fees
- Conklin Shure FinancialGlen RidgeHourly $325/hr, Monthly $220-$320/mo
- Amber Wealth Advisors, LLCWoodland ParkHourly $300/hr, Flat $1,500-$7,500
- Rand Financial Planning, LLCFlemingtonAnnual $10,000-$40,000/yr
- OnRoute FinancialHaddonfieldHourly $250/hr, Monthly $100-$1,000/mo
- KinVest Capital Management, Inc.MillburnFlat $250-$50,000
- Grosso Wealth Management LLCMontclairFlat up to $50,000
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.