TrueAdvisor
TrueAdvisor
DK
CFP
DK
CFP

Derek Robert Kelly

Provise Management Group, LLC
1 Year of Experience
May Earn Commission
View SEC Summary
View SEC Summary
Areas of Practice
Retirement PlanningTax PlanningEstate PlanningInsurance PlanningInvestment Management
Provise Management Group, LLC
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Firm Size
15 advisors
Number of Clients
1,183 clients
Average Client Portfolio
$1.5M average
Assets Under Management
$1.8B

Fee Structure

Financial Planning:Included in AUM fee
Minimum Annual Fee:$3,000

Location

611 Druid Road East Suite 105, Clearwater, FL, 33756

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Provise Management Group, LLC
September 2024 - Present · 1 yr 5 mos
State Registrations2 states
FLTX
Advisor
Exams
No exam information available for this advisor.