Kelly Financial Planning, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
24
0% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
24
TypicalAverage account size
$0
About
Kelly Financial Planning, LLC provides comprehensive financial planning for high-net-worth individuals and small businesses, delivering written or electronic plans that address business planning, cash flow and debt management, retirement and estate planning, insurance, tax strategies, and investment analysis. The firm delivers advice and implementation guidance but does not custody client assets or act as a portfolio manager.
When investment analysis is requested as part of a plan, the firm generally favors passive investing using low-cost index mutual funds and ETFs and outlines asset-allocation strategies rather than managing client portfolios directly. Clients retain discretion over execution and selecting custodians or broker-dealers, and the adviser does not engage in aggregated trading or receive soft-dollar benefits.
KFP’s practice is atypical among independent solo advisers in that it operates on hourly or flat-fee planning engagements rather than percentage-of-AUM or performance-based fee arrangements, and it primarily serves HNW and business clients rather than non-HNW retail individuals. The principal’s background in learning and development plus professional coaching and life-planning credentials and a separate business-consulting practice support the firm’s occasional educational seminars/workshops and a hybrid planning-and-consulting focus that differs from many peers.
Client services
Financial planning
Educational seminars or workshops
Expertise
Business ownership considerations
Cash flow / budgeting
College savings (529s, UTMA, etc.)
Retirement income strategy
Fee options
May quote flat fee or range of estimated fees for financial planning.
$425 per hour for financial planning services.
Fee-only: Financial Planning fee at $425 per hour; may be quoted as flat fee or range; negotiable in certain cases.
Main office location
Kelly Financial Planning, LLC
9435 Waterstone Blvd, Suite 140
Cincinnati OH 45249, United States
Number of offices
1
Most active in
Kelly Financial Planning, LLC has reported serving >5 clients in these states in the last 12 months.
Ohio
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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