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Meghan Kelly

Advisor at Vicus Capital, Inc.

Updated today
Vicus Capital, Inc. logo

Firm

Vicus Capital, Inc.

Location

Rochester, NY 14624

Credentials

Series 66

Industry experience

2 years

About

Meghan Kelly is a financial professional with Vicus Capital, Inc. She holds a Series 66 designation and has two years of industry experience. Her prior roles include positions at Kelly Wealth Services and Kelly Retirement Services, LLC. Vicus Capital serves a diverse client base including individuals, businesses, trusts, charitable organizations, and retirement plan sponsors, offering investment management, financial planning, and retirement plan consulting. The firm employs a range of strategies such as fundamental and technical analysis, core–satellite, tactical rotation, and factor-based approaches, and provides specialized services including ERISA fiduciary consulting and fee-based annuity programs.

Client services

Based on Vicus Capital, Inc.

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops

Expertise

Based on Vicus Capital, Inc.

ESG / Sustainable investing Passive / index investing Tax-loss harvesting Private / alternative investments

Demographic focus

Based on Vicus Capital, Inc.

Religious/faith focused

Fee options

Fixed

Financial planning fees may also be charged as flat fees, negotiated per client

Percentage

$0 - $250,000: 1.5% $250,001 - $500,000: 1.3% $500,001 - $1,500,000: 1.0% $1,500,001+: 1.0%

Commissions

Less than 50% of revenue comes from commissions on investment and insurance product sales; no advisory fees charged in addition to commissions when earned

Project-based

Financial planning may be charged on an hourly rate, negotiated per client

Other

Account minimum: $25,000 Minimum fee: Minimum account fees ranging from $250 to $1,400 depending on the strategy and account size; minimum fees may be waived Fee-only: Financial planning fees charged on hourly, flat fee, or fixed percentage basis; negotiated per client

Location

3313 Chili Avenue, Suite B

Rochester, NY 14624

Most active in

New York

Work history

Kelly Wealth Services

2026 - Present (1 year)

Kelly Retirement Services, Llc

2024 - 2026 (2 years)

Vicus Capital, Inc

2024 - Present (2 years)

Cetera Wealth Services, LLC

2022 - Present (4 years)

Kelly Retirement Services, Llc

2021 - 2024 (3 years)

Vicus Capital, Inc. 116021

2021 - 2024 (3 years)

Cetera Advisor Networks

2021 - 2022 (1 year)

UnEMPLOYED

2021 - 2021 (1 year)

Paychex

2019 - 2021 (2 years)

Wegmans

2014 - 2019 (5 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Christopher C

Series 66

Rochester, NY

Fiduciary First Advising, LLC

General retirement planning Income planning Cash flow / budgeting College savings (529s, UTMA, etc.) General estate planning guidance Founder/Business Owner
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Andrew F

Series 65

Rochester, NY

Fama Fiduciary Wealth LLC

Wealth management Passive / index investing Attorney
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Ziad W

Series 66

Rochester, NY

Balfour Capital Management

Wealth management Concentrated stock management Options & derivatives strategies Business sale tax planning Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Alan R

Series 65

Rochester, NY

Janal Capital Management LLC

Passive / index investing

Kathryn K

CFP®

Rochester, NY

About Time Financial Planning

At About Time, we believe that everyone deserves financial empowerment. We give people an affirming space to talk about money and the support they need to make empowered money decisions so they can reach financial freedom and live their fullest lives. I love helping independent, high-earning folks think through what’s best for your life and family – decoding our needlessly complex financial system into something you can actually understand. I am: --Flat Fee, Fee-Only: Transparent pricing with no commissions, no asset minimums. Fiduciary. --Values-Aligned & Impact Driven: We can help you explore socially conscious financial decisions that reflect your values and goals - including sustainable (SRI, ESG) and community impact investing, and values-aligned spending and giving. --Built for You: Everything we do is designed around the unique planning needs of physician families, small business owners, and LGBTQ+ couples - savvy tax-saving strategies, exploring a career pivot, student loan repayment options, self-employed retirement & insurance, budgeting for fertility costs and childcare, protecting your family, home buying vs. renting and more. --Relatable & Affirming: I focus on working with women, gender-expansive folk, and families like yours so I can share the collective wisdom gathered from all of us. I welcome you to bring your whole self. I will meet you where you are and provide financial clarity and peace of mind. --Clear & Efficient: I'll explain your financial options in jargon-free terms, encourage questions, and help you make informed, empowered decisions about your financial future. I'll take as much off your plate as possible and simplify the rest so you can spend time living your fullest life. Diversity, Equity, Inclusion and Justice Commitment: We foster a just and inclusive culture with a safe and affirming environment for all people. We welcome clients of all backgrounds, respect intersectional identities and use our privilege to amplify underrepresented voices and challenge inequitable systems. We acknowledge that racism and patriarchy have shaped the American financial system and strive to change the status quo through intentional action. We seek accountability for our actions and embrace mistakes as opportunities for repair and growth. We recognize that doing this important work is a continuous effort that we commit to pursue.

ESG / Sustainable investing Doctor or Medical Professional LGBTQIA Gen Y/Millennials (Born 1980-1995) Women Professionals
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Miles S

Series 65

Pittsford, NY

Fawley Wealth International

Wealth management Tax-loss harvesting General retirement planning
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