Advisor at Heritage Advisors Group, Inc.
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Firm
Heritage Advisors Group, Inc.
Location
Altamonte Springs, FL 32701
Credentials
Series 65
Industry experience
6 years
John Kelly is a financial advisor at Heritage Advisors Group, Inc. in Maitland, FL, holding a Series 65 designation with five years of industry experience. He has been with Heritage Advisors Group since 2020 and has a longer tenure at Financial Centers of America dating back to 2001. Kelly is also licensed as an insurance agent, offering insurance products alongside his advisory services. Heritage Advisors Group serves individual clients, including high-net-worth individuals, as well as retirement and pension plans, providing discretionary portfolio management and comprehensive financial planning. The firm employs a multi-disciplinary investment approach combining fundamental, cyclical, and technical analysis, and offers both fixed-fee and full-service portfolio programs tailored to client needs.
Based on Heritage Advisors Group, Inc.
$0 - $149,999: Fixed fee: $1,000 - $1,500 annually (Fixed Fee Portfolios Program) $0 - $749,999: 1.00% annually (Full-Service Asset Management Services) $750,000 - $1,500,000: 0.75% annually (Full-Service Asset Management Services) $1,500,000+: 0.50% annually (Full-Service Asset Management Services)
Investment adviser representatives may earn commissions as insurance agents for insurance products sold separately.
Consulting Services: $200 to $300 per hour
Account minimum: $50,000 Minimum fee: Fixed Fee Portfolios Program: $1,000 - $1,500 annually based on assets under management ($50,000 - $149,999) Fee-only: Financial Planning Services: Fixed fees ranging from $1,000 to $10,000 for initial plans; $600 to $6,000 for ongoing planning services.
761 Maitland Ave.
Altamonte Springs, FL 32701
Florida · North Carolina · Texas
Heritage Advisors Group, Inc.
2020 - Present (6 years)
Financial Centers of America
2001 - Present (25 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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