Advisor at Federmann Financial Advisors Inc.
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Firm
Federmann Financial Advisors Inc.
Location
Rocky Point, NY 11778
Credentials
CFP®, PFS™, Series 65
Industry experience
4 years
Lisa Kelly is a CFP® and PFS™ credentialed advisor at Federmann Financial Advisors Inc. with four years of industry experience. She has been a licensed CPA since 2011 and has been affiliated with Federmann Financial Advisors since 2006. Federmann Financial Advisors serves individual and high-net-worth clients with discretionary portfolio management, financial planning, and consulting services. The firm employs a range of investment strategies across bonds, mutual funds, and ETFs, and provides in-house tax preparation services through its CPA and enrolled agent.
Based on Federmann Financial Advisors Inc.
Financial planning and consulting fees generally from $2,500 to $15,000; initial consultation fee of $500 may be charged
$0 - $1,000,000: 1.25% $1,000,001 - $3,000,000: 1.00% $3,000,001+: Negotiable
$325 to $400 per hour for financial planning, consulting, and tax preparation services
Account minimum: $200,000 Minimum fee: $2,500 annual minimum fee for investment advisory services Fee-only: Investment advisory services provided on a fee-only basis; does not accept compensation from sale of securities or other investment products
745 Route 25 A, Suite C
Rocky Point, NY 11778
New York
Lisa A. Kelly CPA
2011 - Present (15 years)
Federmann Financial Advisors Inc.
2006 - Present (20 years)
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Is not active or affiliated with:
Insurance agent
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Broker-dealer / trader
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Bank
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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.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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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