Advisor at Mort Kelly Financial Services, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Mort Kelly Financial Services, LLC
Location
New Orleans, LA
Credentials
Series 63, Series 65
Industry experience
20 years
Mortimore Kelly is the principal of Mort Kelly Financial Services, LLC in New Orleans, LA, with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has led his independent firm since 2012. Outside of his advisory role, he serves as the licensed parliamentarian for the New Orleans Association of Health Underwriters, ensuring compliance with organizational bylaws and meeting procedures. Mort Kelly Financial Services provides financial planning, portfolio management, and third-party adviser recommendations focused primarily on mutual funds and exchange-traded funds. The firm customizes investment strategies to client objectives using both fundamental and technical analysis, employing long- and short-term purchase strategies with ongoing monitoring and formal annual reviews.
Based on Mort Kelly Financial Services, LLC
Simple written financial plans $250 (negotiable), complex plans $500, monitoring fees $25-$10 annually, negotiated annual fees starting at $500.
$10,001 - $30,000: 1.00% $30,000 - $50,000: 1.25% $50,001 - $75,000: 1.50% $75,001 - $100,000: 2.00% $100,001 - $250,000: 2.00% First $250,000 - $250,000: 2.00% Plus Next $50,000 - $50,000: 1.00% Plus Next $200,000 - $200,000: 0.75% Plus Next $250,000 - $250,000: 0.50% Plus Next $250,000+: 0.25% Over $1,000,000 - $4,000,000: 0.10%
Insurance commissions earned by the manager for selling insurance products, separate and in addition to advisory fees.
$55.00 per hour for telephone calls and written research reports, with minimum billable amounts.
Account minimum: No minimum account size required to open and maintain an advisory account. However, clients with at least $10,000 to invest are generally referred to a third party investment adviser. Minimum fee: $25.00 for account value $1-$1,000; $35 for $1,001-$2,500; $50 for $2,501-$5,000; $100 for $5,001-$10,000 annually. Fee-only: Hourly fees of $55.00/hr with minimums, fixed fees for financial plans ($250 to $500), monitoring fees ($25 first account, $10 additional annually), and negotiated annual fees starting at $500.
New Orleans, LA
Louisiana
Mort Kelly Financial Services, LLC
2012 - Present (14 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.
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.
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.
Series 66
New Orleans, LA
deMauriac LLC
CFP®
New Orleans, LA
Deliberate Finances
I specialize in working with people who inherit significant wealth at a relatively young age. I've seen time and again clients go through a sudden loss and also have their entire financial picture radically change in a matter of months. Suddenly coming into a large amount of money adds complexity both on the technical side (taxes, investing, retirement, probate, etc.) but also on the identity side: Who am I now? What has changed and what hasn't? How do I do my best to value this money while not valuing it TOO much? These are the types of questions I love helping clients wrestle with. Before becoming a fee-only financial planner, I worked as a teacher and then as a school administrator overseeing HR, including recruiting and hiring teachers. Working in HR revealed a lot about the financial lives of employees, and that’s where the lightbulb went off: Too many people feel overwhelmed with their finances, always wondering if they're making mistakes. And too many people who want help are taken advantage of or shut out by our financial institutions. I changed careers, earned a certificate in financial planning from L.S.U., became a CFP® professional, and started Deliberate Finances. I work primarily with couples in their 30's and 40's to help make sure your money is going to supporting your ideal life, and NOT going to things that you ultimately don't value highly. When not working, I’m exploring a New Orleans festival with my wife & two kids, running or biking around the city, or watching way too many hours of tragic Minnesota sports teams. I also tend to be on one nonprofit board or another at all times.
CFP®, Series 63
Kenner, LA
Winchester Capital Services, LLC
Series 63, Series 65
New Orleans, LA
GEM Street Capital Management
Series 65
New Orleans, LA
Estep Capital Management
CFA®
New Orleans, LA
Emeth Value Capital, LLC
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")