The Kelly Group

The Kelly Group advises individuals (including high-net-worth clients), families, trusts and estates, nonprofits, corporations, and qualified retirement plans, managing about $1.13 billion in regulatory assets for roughly 1,087 clients through a team of 15 advisors. Its services include discretionary portfolio management, comprehensive and à la carte financial planning, retirement and estate planning, business succession planning, and non-discretionary investment advice to qualified plans.

The firm uses a team-based model with CFP® professionals and associates supporting a dynamic financial planning process and governance documents to guide investment decisions. Portfolios are implemented via diversified model allocations—primarily institutional mutual funds with a preference for active managers when appropriate—combined with ongoing monitoring, annual rebalancing, and behavioral coaching to reinforce long-term asset-allocation objectives.

Compared with many multi-advisor peers, The Kelly Group discloses the use of client testimonials in its advertising, a practice that is relatively uncommon among firms of its size and type. It also notes that when it engages third‑party sub‑advisors to manage portions of client assets, the firm absorbs the fees paid to those sub‑advisors rather than passing them through to clients, and it offers an initial complimentary consultation and occasional limited financial plans through partner arrangements.