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KELLY FINANCIAL PLANNING, LLC
Kelly Financial Planning is an independent, fee-only financial planning and advisory firm located in Cincinnati, Ohio. Through hourly services, it provides...
Overview
Kelly Financial Planning is an independent, fee-only financial planning and advisory firm located in Cincinnati, Ohio. Through hourly services, it provides hands-on financial guidance and education accessible to all, with no minimum net worth or income requirements. The firm takes a life planning approach and offers one-time, as-needed, or ongoing fee-only planning by the hour or per project.
General information
Firm type
RIA
Year founded
2017
Location
City
Cincinnati
Principals
Mike Kelly
CFP® — Founder | Principal Advisor
Frequently asked questions
Who runs investment decisions at Kelly Financial Planning LLC?
Investment decisions at Kelly Financial Planning LLC are managed by the firm's advisory team, but named principals are not publicly disclosed. The firm operates as a registered investment advisor, meaning it provides personalized portfolio management under a fiduciary standard.
What investment stages does Kelly Financial Planning LLC target?
Kelly Financial Planning LLC primarily focuses on financial planning and portfolio management for individual investors, with no publicly disclosed targeting of specific investment stages such as venture capital or private equity. The firm's advisory services appear to center on traditional liquid asset management.
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