wiseradvisor

Michael Kelley, CFP®, CLU®
Kelley Financial Planning

Tel: (330) 990-8895
600 Superior Ave. East
Pmb #13107
Cleveland, OH 44114

Your Fee-Only Advisor

Kelley Financial Planning | Financial Advisor in Cleveland ,OH

About Kelley Financial Planning

Michael Kelley is not your "typical" financial advisor. Mike is fueled by his compassion to help people build a stronger future and his strong dissatisfaction with the status quo within the financial industry. He has worked with multiple firms over the past 10 years and has witnessed the good, the bad and the very ugly within this industry. After many years of seeing clients' financial plans underserved and products oversold by insurance agents and salespeople holding themselves out to be financial advisors, he decided to build his own firm, Kelley Financial Planning. Mike built his firm from scratch, using only the best technology and practices he has picked up along his career. He believes that the only true way an advisor can be a fiduciary and work under the least amount of conflicted interest is to be a Fee-Only advisor.

Mike has signed a Fiduciary Oath that requires him to ALWAYS act in the best interest of his clients. He can NEVER receive commissions and; therefore, he has no incentive to sell products. Mike is compensated solely by his clients. Most of his clients prefer Comprehensive Planning and to pay him on a monthly basis, but he also has the ability to simply manage their investments or to build them a One-Time financial plan to ensure they are on the right track. Mike is a NAPFA Registered Financial Advisor, CERTIFIED FINANCIAL PLANNER Professional, and Chartered Life Underwriter®.


General Information

Firm Start Year:   2018
No.of Employees:   1
Insurance License#:   964480
Name of Custodial Firm:   TD Ameritrade
States Licensed in:   OH
Number of Years with Current Firm:   1


Qualifications & Memberships

Insurance and Annuity Licenses:   Health , Annuity , Accident , Casualty , Property , Long Term Care , Life , Variable Annuity , Variable Life
Financial Organization Memberships:   National Association of Personal Financial Advisors (NAPFA) , Financial Planning Association (FPA)
Non-Financial Organization Memberships:   Fairlawn Chamber of Commerce


Compliance

Registered Investment Advisor:   Yes
Registered Representative:   Yes
Investment Advisor Representative:   Yes
I am an acknowledged fiduciary:   Yes
Compliance Disclosures in Last 5 years:   I have a clean record
Criminal Disclosures in Last 5 years:   I have a clean record


Compensation and Fees

Fee Structure:   I am a fee-only financial professional
Compensation Methods:   Flat Fee , Based on Assets , Subscriptions


Board Positions

Organization:  Malachi House  Cleveland, Ohio
Position :  Associate Board Member
Duration :  03/2018-Currently holding


Education

Bachelors of Finance - Finance  The University of Akron - Akron, Ohio
September 2009- May 2013



Faqs

  • Do you have a customer satisfaction or refund policy? It hasn't come up yet, but yes, because my clients pay me in arrears they can leave whenever they want. No strings attached.
  • What services do you provide? What are your specialties? Investment Management and Comprehensive Financial Planning. I'm a CFP®, that's what we do.
  • What is your experience? How many clients do you currently manage? I've been in the business for 8 years. More than 10 clients but less than 100. Yes, we still have room for you.
  • What financial institution(s) do you represent? Kelley Financial Planning is a completely independent RIA. I use TD Ameritrade as the custodian for clients' assets that I manage.
  • How do you charge for your services? I can charge 1 of 3 ways; based on the investments that I manage, based on your income, or just charge you for a one-time financial plan.
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Disclaimer

CFP® and CERTIFIED FINANCIAL PLANNER" are certification marks owned by the Certified Financial Planner Board of Standards, Inc. These marks are awarded to individuals who successfully complete the CFP Board's initial and ongoing certification requirements.

Michael Kelley, CFP®, CLU®

Michael Kelley, CFP®, CLU®

CERTIFIED FINANCIAL PLANNER™ Certificant, CLU®

Michael Kelley is not your "typical" financial advisor. Mike is fueled by his compassion to help people build a stronger future and his strong dissatisfaction with the status quo within the financial industry. He has worked with multiple firms over the past 10 years and has witnessed the good, the bad and the very ugly within this industry. After many years of seeing clients' financial plans underserved and products oversold by insurance agents and salespeople holding themselves out to be financial advisors, he decided to build his own firm, Kelley Financial Planning. Mike built his firm from scratch, using only the best technology and practices he has picked up along his career. He believes that the only true way an advisor can be a fiduciary and work under the least amount of conflicted interest is to be a Fee-Only advisor.

Mike has signed a Fiduciary Oath that requires him to ALWAYS act in the best interest of his clients. He can NEVER receive commissions and; therefore, he has no incentive to sell products. Mike is compensated solely by his clients. Most of his clients prefer Comprehensive Planning and to pay him on a monthly basis, but he also has the ability to simply manage their investments or to build them a One-Time financial plan to ensure they are on the right track. Mike is a NAPFA Registered Financial Advisor, a CERTIFIED FINANCIAL PLANNER Professional, and Chartered Life Underwriter®.

Office Hours

wiseradvisor-balck-li-img Mon. 8:00 AM - 7:00 PM
wiseradvisor-balck-li-img Tue. 8:00 AM - 7:00 PM
wiseradvisor-balck-li-img Wed. 8:00 AM - 7:00 PM
wiseradvisor-balck-li-img Thu. 8:00 AM - 7:00 PM
wiseradvisor-balck-li-img Fri. 8:00 AM - 7:00 PM
wiseradvisor-balck-li-img Sat. 8:00 AM - 12:00 PM

Communities Served

Akron Aurora
Avon Avon Lake
Bay Village Beachwood
Bedford Berea
Brecksville Broadview Heights
Brook Park Brunswick
Chagrin Falls Cleveland
Columbia Station Cuyahoga Falls
Eastlake Hinckley
Hudson Independence
Lakewood Lorain
Macedonia Maple Heights
North Olmsted North Ridgeville
North Royalton Northfield
Olmsted Falls Richfield
Rocky River Sheffield Lake
Solon Strongsville
Twinsburg Valley City
Westlake Wickliffe
Willoughby Rootstown

Compensation Arrangements

Check Bank Transfer
Visa MasterCard
American Express Discover

Social Networks

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