Mort Kelly Financial Services, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed January 6, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$55/hr

“Verbal research reports for client inquiries regarding a particular type of security are $55.00/hr., with a mandatory 1/2 hour of $27.50 billed to the client.”

Annual fee

$500/yr

“For clients wishing multiple advisory services annually, the fee begins at $500.00 annually.”

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

How Mort Kelly Financial Services, LLC bills

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

• “This fee is negotiable depending on the Discovery Interview.”
• “Simple plans are billed and payable at the presentation meeting.”
• “Complex plans not requiring outside consultation are payable at the presentation meeting.”

How Mort Kelly Financial Services, LLC’s fees compare

• Its hourly rate of $55 is below the Louisiana median of $250. None of the 45 other Louisiana planners that publish an hourly rate charge less.
• None of the 9 other planners in New Orleans that publish an hourly rate charge less.
• Its annual fee of $500 is below the Louisiana median of $7,800. None of the 7 other Louisiana planners that publish an annual fee charge less.
• None of the 3 other planners in New Orleans that publish an annual fee charge less.

About Mort Kelly Financial Services, LLC

• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2012 (14 years).

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees, subscription fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

2% a year

Clients

7

Employees

1

Works with

Individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, selecting other advisers, and newsletters and publications

Assets managed

$346,875

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

164618

Phone

(504) 394-9898

Other planners in New Orleans that publish fees

• Bavarian Wealth Management, Inc.New Orleans$250/hr, $1,000⁠-⁠$2,500
• Creole Wealth Solutions, LLCNew Orleans$350/hr, $1,000⁠-⁠$5,000
• Deliberate FinancesNew Orleans$500⁠-⁠$10,000, $350⁠-⁠$1,500/mo
• Demauriac LLCNew Orleans$500⁠-⁠$1,500/hr, $208/mo
• Dumaine Investments LLCNew Orleans$300/hr, $5,000⁠-⁠$50,000
• Ninety West Global WealthNew Orleans$300/hr, $500⁠-⁠$35,000

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