James Kelley is a CFP-designated registered investment advisor at Capital Planning, LLC, based in Palm Coast, FL, with 33 years of industry experience. James operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 379 clients with $680M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.33% |
| $1.0M - $5.0M | 1.08% |
| $5M+ | 0.65% |
Schedule is for Wealth Management Services (CPC Models). Fees may differ based on relationship size, family accounts, or personal acquaintances. Grandfathered fee schedules may also apply. Investment Management Services (CPC Models) fees are: First $1M: 1.08%, Next $1M to $5M: 0.93%, Amount over $5M: 0.635%. Variable Annuity Services: Fixed percentage between 0.65% to 1.33%.
Fee Estimator
Location
Palm Coast, FL
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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.
Learn about disclosures →Employment History
Current Registrations
Capital Planning, LLC
Previous Registrations
Financial Network Investment Corporation
Capital Planning CORP
State Registrations3 states
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