Chad Arrington is a CFP-designated registered investment advisor at The Kelly Group, based in Bel Air, MD, with 13 years of industry experience. Chad 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
Chad Arrington
Location
48 East Gordon Street, Bel Air, MD, 21014
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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
Chad is a director and partner liaison for the Financial Planning Association of Maryland, working to develop educational programming and networking opportunities. He also serves as treasurer for the Greater Bel Air Community Foundation, reviewing and recording transactions; both activities require minimal time.
Employment History
Current Registrations
The Kelly Group
Previous Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
State Registrations11 states
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