Sean Kelly is a CFP-designated registered investment advisor at Kelly Financial Group LLC, based in Encinitas, CA, with 17 years of industry experience. Sean operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Financial Planning & Coaching, High Net Worth, Investment Management. Their firm serves 170 clients with $84M 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 $250K | 1.50% |
| $250K - $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1M+ | 0.90% |
Fees and account minimum are negotiable. Asset level is determined by household.
Fee Estimator
Location
332 Encinitas Blvd Suite 100, Encinitas, CA, 92024
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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
Sean is the sole member and investment adviser representative for Kelly Financial Group. He also works as an Enrolled Agent preparing tax returns, dedicating about full-time hours during tax season (Feb-Apr) and a few hours per week outside of those months.
Employment History
Current Registrations
Kelly Financial Group LLC
Previous Registrations
Airgead Clann LLC
State Registrations2 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.