RD Kelley Financial Group fees and pricing

Financial planner in Tucson, Arizona. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated June 4, 2021, RD Kelley Financial Group charges $250 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed June 4, 2021. Fees can change, so confirm with the firm before you hire them.

Hourly rate: $250/hr; “Advisory Consulting Services RDKFG charges an hourly fee for Advisory Consulting services of $250.”

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

“However, this fee may be negotiable depending on the scope and complexity of the service being provided.”
“Fees may be negotiable, and we reserve the right to decline situations which we consider not complicated enough to warrant our minimum fee.”
“The agreed upon annual fee for services is billed monthly, in arears.”

Its hourly rate of $250 is below the Arizona median of $275. 32% of the 195 other Arizona planners that publish an hourly rate charge less.
9 of the 16 other planners in Tucson that publish an hourly rate charge less.
It doesn't charge a percentage of the assets it manages, so its fee won't grow with your portfolio.

Solo practice: one person runs the firm, so you work directly with the planner.
Registered as an adviser: 2018 (8 years).

How the firm is paid: Hourly fees, fixed or flat fees
Charges a % of assets: No
Minimum: $416 minimum fee (stated in brochure)
Clients: 5
Employees: 1
Works with: Individuals
Services reported to regulators: Financial planning and portfolio management for individuals and small businesses
Assets managed: $12,000,000
Registered with: State securities regulators
Disciplinary disclosures: None reported
SEC CRD number: 298189
Website: rdkelleyfinancial.com (opens in new tab)
Phone: (520) 904-7241

Is something on this page wrong or out of date?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.