Kellett Wealth Advisors, LLC

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Client assets under management

$317,262,796

Clients

465

11% high-net worth

Advisors

of 4 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

155

Very High

Average account size

$682,286

About

Kellett Wealth Advisors primarily serves individual and high-net-worth clients, along with trusts, retirement plans and other business entities, managing approximately $344 million in client assets. The firm provides asset management (limited to SIMPLE IRA accounts), comprehensive portfolio management that integrates financial planning, and retirement plan consulting.

The firm’s investment approach is tailored to individual client goals and risk tolerances and relies on a mix of methods—fundamental and technical analysis, asset allocation, and active monitoring and rebalancing. Portfolios may include individual equities, fixed income, mutual funds, ETFs, options and other public or private securities, and the firm routinely rebalances accounts and accommodates reasonable client-imposed investment restrictions.

Distinctive features include the firm’s documented use of derivatives and options strategies (including covered calls) within separately managed accounts, a practice that is uncommon among peers in this support-sized category. In addition, several representatives are licensed insurance agents who receive commissions on insurance sales, and one registered representative who is an Enrolled Agent provides tax-preparation services (offered complimentary to comprehensive management clients), each of which the brochure identifies as potential conflicts the firm says it manages while acting as a fiduciary.

Client services

Portfolio management Pension consulting

Expertise

Options & derivatives strategies Tax-loss harvesting

Fee options

Percentage

$0+: up to 1% annually for Asset Management (SIMPLE IRA) $0+: up to 1.15% annually for Comprehensive Portfolio Management $0+: up to 0.8% annually for Retirement Plan Consulting

Main office location

Kellett Wealth Advisors, LLC

8944 Blue Ash Road

Cincinnati OH 45242, United States

Number of offices

Most active in

Arizona · Florida · Indiana · Kentucky · Ohio · Texas

Disclosures

Business activities & affiliations

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.

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

LinkedIn Facebook X Website 513-554-1472

Advisors at this firm

Brian K

CFP®, Series 66

Cincinnati, OH

Kellett Wealth Advisors, LLC

Brian Kellett is a CFP® with 21 years of industry experience, currently with Kellett Wealth Advisors, LLC in Cincinnati, OH. He has worked at Purshe Kaplan Sterling Investments and LPL Financial, among other roles. Outside of his advisory work, he serves as an assistant varsity basketball coach at St. Xavier High School. Kellett Wealth Advisors is a team investment adviser serving individuals, trusts, retirement plans, and business entities with customized portfolio management and comprehensive financial planning. The firm employs fundamental, technical, and cyclical analysis, and utilizes options strategies, including covered calls, in client accounts.

Options & derivatives strategies Tax-loss harvesting

David B

CFP®, Series 63

Cincinnati, OH

Kellett Wealth Advisors, LLC

David Bodnar is a CFP® with 35 years of experience in the financial services industry. He is currently with Kellett Wealth Advisors, LLC and has held roles at his own firm, David Bodnar Advisors LLC, as well as at Triad Advisors, Inc. and Professional Planning Associates. Outside of his advisory work, he is president and owner of a company providing insurance products and services. Kellett Wealth Advisors is a team-based investment adviser serving individuals, trusts, retirement plans, and business entities. The firm offers customized portfolio management and comprehensive financial planning, utilizing fundamental, technical, and cyclical analysis, and employs options and derivatives strategies in client accounts.

Options & derivatives strategies Tax-loss harvesting

Jared K

Series 65

Cincinnati, OH

Kellett Wealth Advisors, LLC

Jared Kline is a financial advisor at Kellett Wealth Advisors, LLC with six years of industry experience. He holds a Series 65 credential and has worked at Kellett Schaffner Wealth Advisors since 2019. Prior to his advisory career, he spent 24 years at Procter & Gamble. Outside of his advisory work, Jared coaches the girls’ basketball team at Modeira City School. Kellett Wealth Advisors is a team investment adviser serving individuals, trusts, retirement plans, and business entities. The firm provides customized portfolio management and comprehensive financial planning, utilizing fundamental, technical, and cyclical analysis, and offers strategies including options and derivatives uncommon among peer firms.

Options & derivatives strategies Tax-loss harvesting

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