Robert Kelly is a CFP-designated registered investment advisor at Mas Advisors LLC, based in Temecula, CA, with 40 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 1 more. Their firm serves 24 clients with $1.5B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
MAS Advisors charges a percentage of the assets they manage. This fee typically ranges from 0.25% to 2.00% per year. For clients participating in model portfolios, the fee typically ranges from 0.15% to 0.50% per year, which is included in the total annual fee. The firm also offers fixed/flat fee or hourly fee options.
Location
Temecula, CA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Robert is a shareholder, officer, and director of Kelly Freight Service, Inc., spending minimal time overseeing accounting and finance. He is also a co-trustee of the Paul & Jacqueline Briles Family Trust, dedicating minimal time to overseeing the assets of the estate.
Employment History
Current Registrations
Mas Advisors LLC
Previous Registrations
Kestra Advisory Services, LLC
Kestra Investment Services, LLCBroker
NFP Advisor Services, LLC
Capital Analysts, Incorporated
Capital Analysts, IncorporatedBroker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.