Bryan Kelly is a CFP-designated registered investment advisor at The Kelly Group, based in Bel Air, MD, with 33 years of industry experience. Bryan 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 1,104 clients with $950M 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 $100K | 1.50% |
| $100K - $200K | 1.40% |
| $200K - $300K | 1.30% |
| $300K - $400K | 1.20% |
| $400K - $500K | 1.10% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.95% |
| $2M+ | 0.50% |
These are marginal rates. All assets belonging to the members of a household or family are aggregated for purposes of the fee calculation. The Kelly Group reserves the right to charge more or less than the amount set forth in its standard fee schedule, depending on the complexity of the engagement and other factors, in its sole discretion.
Fee Estimator
Contact
Bryan Kelly
Location
48 East Gordon Street, Bel Air, MD, 21014
Get directionsHistory
Regulatory History (1)
Customer Dispute
February 2010Other 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
Previous Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Reserarch, INC.
Cambridge Investment Research, INC.Broker
H.D. Vest Investment Securities, INC.Broker
Fidelity Brokerage Services, INC.Broker
First Maryland Brokerage CorporationBroker
H.D. Vest Investment Securities, INC.Broker
Fidelity Brokerage Services, INC.Broker
Fsc Securities CorporationBroker
State Registrations11 states
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.