BK
CFP
BK
CFP

Bryan Elliott Kelly

33 Years of Experience
1 Disclosure
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningEducation PlanningInsurance PlanningFinancial Planning & CoachingHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
14 advisors
Number of Clients
1,104 clients
Average Client Portfolio
$863K average
Assets Under Management
$953.2M

Fee Structure

Financial Planning:Included in AUM fee
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $100K1.50%
$100K - $200K1.40%
$200K - $300K1.30%
$300K - $400K1.20%
$400K - $500K1.10%
$500K - $1.0M1.00%
$1.0M - $2.0M0.95%
$2M+0.50%
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
Minimum Annual Fee:$2,200
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Contact

BK
Bryan Elliott Kelly

Location

48 East Gordon Street, Bel Air, MD, 21014

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
February 2010
Denied
Other Business Activities

Bryan is involved in several outside business activities, including serving on the board of directors for Upper Chesapeake Medical Center and its foundation, as well as Harford Bank. He also owns commercial real estate, is the president of The Darlington Company, owns Kelly Financial Group, is a partner in Strength Through Fellowship, LLC, and is a board member of Atlas Point, LLC.

Employment History
Current Registrations
The Kelly Group
January 2021 - Present · 5 yrs 1 mo
Previous Registrations
Cambridge Investment Research Advisors, INC.
March 2005 - December 2020 · 15 yrs 9 mos
Cambridge Investment Reserarch, INC.
March 2000 - March 2005 · 5 yrs
Cambridge Investment Research, INC.Broker
March 2000 - December 2020 · 20 yrs 9 mos
H.D. Vest Investment Securities, INC.Broker
April 1997 - March 2000 · 2 yrs 11 mos
Fidelity Brokerage Services, INC.Broker
June 1995 - April 1997 · 1 yr 10 mos
First Maryland Brokerage CorporationBroker
May 1995 - June 1995 · 1 mo
H.D. Vest Investment Securities, INC.Broker
October 1994 - April 1995 · 6 mos
Fidelity Brokerage Services, INC.Broker
October 1993 - September 1994 · 11 mos
Fsc Securities CorporationBroker
October 1992 - October 1993 · 1 yr
State Registrations11 states
CADEMDMINCNHOHPASCTXVA
Advisor
Exams
No exam information available for this advisor.
BK
Contact
Bryan Elliott Kelly
Bryan Elliott Kelly - Financial Advisor | TrueAdvisor