Advisor at Kelly Financial Planning, 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
Kelly Financial Planning, LLC
Location
Cincinnati, OH 45249
Credentials
CFP®, Series 63, Series 65
Industry experience
9 years
Theodore Kelly is a CFP® professional with nine years of industry experience, currently serving as the sole advisor at Kelly Financial Planning, LLC in Cincinnati, OH. Prior to founding his firm in 2017, he worked for Macy's Inc. for ten years and has been involved with Right Path Enterprises, LLC since 2016. He serves as an independent board member for Warsaw Federal Savings and Loan. Kelly Financial Planning, LLC provides comprehensive financial planning services primarily to high-net-worth individuals and small businesses. The firm focuses on written and electronic plans addressing various financial areas, favors passive investing strategies, and operates on hourly or flat-fee engagements without managing client portfolios directly.
Based on Kelly Financial Planning, LLC
Based on Kelly Financial Planning, LLC
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.
9435 Waterstone Blvd, Suite 140
Cincinnati, OH 45249
Ohio
Kelly Financial Planning, LLC
2017 - Present (9 years)
Right Path Enterprises, LLC
2016 - Present (10 years)
Rotary International
2016 - 2017 (1 year)
Macy's Inc
2006 - 2016 (10 years)
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Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
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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.
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