Stephanie Kelly is a registered investment advisor at Adg Wealth Management Group, LLC, based in Metairie, LA, with 24 years of industry experience. Stephanie operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 569 clients with $340M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Management fees are negotiable and will not exceed 2% per year.
Fee Estimator
Location
433 Metairie Road, Suite 500, Metairie, LA, 70005
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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 →Other Business Activities
Stephanie is the Chief Compliance Officer for ADG Wealth Management Group, LLC, a registered investment advisor, since 2019. This is a full-time commitment for Stephanie.
Employment History
Current Registrations
Adg Wealth Management Group, LLC
Previous Registrations
Osaic Wealth, INC.Broker
Triad Advisors LLCBroker
LPL Financial LLC
Gwm Advisors, LLC
LPL Financial LLC
LPL Financial LLCBroker
Legacy Investment Strategies
Crown Capital Securities, L.P.Broker
Crown Capital Securities, L.P.Broker
Mutual Service CorporationBroker
State Registrations1 state
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