The Kelly Group fees and pricing
Financial planner in Bel Air, Maryland. Registered with the SEC.
According to its Form ADV Part 2A brochure dated March 30, 2026, The Kelly Group charges a flat or project fee of $1,500-$3,500 and a quarterly fee of $550 for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 30, 2026. Fees can change, so confirm with the firm before you hire them.
- Flat or project fee
- $1,500-$3,500
“The financial planning fee is charged on a fixed fee basis. 1 Generally, the flat fee ranges from $1,500 to $3,500 but, depending on complexity, can be as much as $10,000 or more.”
- Quarterly fee
- $550/qtr
“Fees are billed quarterly in advance and subject to a minimum quarterly fee of $550.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How The Kelly Group bills
Payment and refund terms, quoted from the fee section of the brochure.
- “The amount billed quarterly is equal to the applicable annual percentage fee divided by the number of days in the year, then multiplied by the number of days in the quarter.”
- “All fees are negotiable at the sole discretion of the firm.”
- “After termination, clients will receive refunds of any prepaid and unearned advisory fees (prorated for the balance of the month, if needed, beginning on the day after the date the termination notice is received).”
How The Kelly Group’s fees compare
- Its flat or project fee of $1,500-$3,500 is below the Maryland median of $4,335. 29% of the 133 other Maryland planners that publish a flat or project fee charge less.
- 1 of the 2 other planners in Bel Air that publish a flat or project fee charge less.
About The Kelly Group
“We provide a variety of investment management services, including portfolio management, investment consulting, financial planning, retirement planning, business succession planning, and estate planning.”
- Firm size: 22 employees.
- Credentials named in the brochure: CFP®.
- Founded: 1997 (29 years).
Planning areas mentioned in the brochure
- Retirement planning
- Estate planning
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
- Minimum
- $550 minimum fee (stated in brochure)
- Clients
- 1,087
- Employees
- 22
- Works with
- Individuals, high net worth individuals, pension and profit sharing plans, charities, and businesses
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, pension consulting, and selecting other advisers
- Assets managed
- $1,131,076,741
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 310140
- Phone
- (410) 893-0560
Can advise clients in 19 states: Arizona, California, Colorado, Delaware, Florida, Georgia, Indiana, Maryland, Michigan, North Carolina, New Hampshire, New Jersey, Ohio, Pennsylvania, South Carolina, Tennessee, Texas, Virginia, West Virginia
Other planners in Bel Air that publish fees
- Douglasbradley LLCBel Air$250/hr, $300-$1,000
- Town CapitalBel Air$1,200-$8,000
- 1 North Wealth Services, LLCAnnapolis$400/hr, $3,200/yr
- Aaa Advisory LLCWalkersville$300/hr
- Accordant Advisory Group, Inc.Annapolis$500/hr
- Addax Bridge FinancialPotomac$250-$400/hr, $5,000-$6,000
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.