KELLY FINANCIAL PLANNING, LLC

KELLY FINANCIAL PLANNING, LLC of CINCINNATI, OH is an SEC-registered investment adviser (CRD 287569).

Registration

• CRD: 287569
• Type: Registered investment adviser
• Location: 9435 WATERSTONE BLVD, CINCINNATI, OH, 45249
• Phone: 513-379-2527
• Latest filing: 2026-01-23
• Clients: 1

Business model

Compensation: Hourly.

Clients served: Individuals.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 287569 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search