# Kelly Financial Planning, LLC

> Kelly Financial Planning, LLC is a state-registered investment advisory firm in Cincinnati, OH, registered since 2017, with no regulatory assets under management reported in its Form ADV filing dated January 23, 2026.

- CRD: 287569
- Filed as: KELLY FINANCIAL PLANNING, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Cincinnati, OH
- Filing period: October 2026
- Form ADV filing dated: January 23, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/287569
- AdvisorCensus page: https://advisorcensus.com/firm/kelly-financial-planning-llc-cincinnati-oh-287569

## Quick answers

**How is Kelly Financial Planning, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Kelly Financial Planning, LLC reports these compensation arrangements: hourly charges. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Kelly Financial Planning, LLC located?**
Kelly Financial Planning, LLC's principal office is in Cincinnati, OH, according to its Form ADV.

**Is Kelly Financial Planning, LLC registered with the SEC or a state?**
Kelly Financial Planning, LLC is a state-registered investment advisory firm, registered since 2017. Status as filed: APPROVED. CRD 287569.

**Does Kelly Financial Planning, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/287569

## From the Form ADV filing

### Compensation (Item 5.E)
- Hourly charges

### Advisory services (Item 5.G)
- Financial planning services
- Educational seminars/workshops

### Firm details
- Registered since: 2017 (9 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: OH
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- kellyfinancialplanning.com
- Facebook @kellyfinancialplanning
- Facebook facebook.com
- LinkedIn @TMIKEKELLY
- LinkedIn @kellyfinancialplanning
- X @mikekellykfp
- YouTube @kellyfinancialplanning6754

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Kelly Financial Planning, LLC (CRD 287569): Form ADV filing data as of October 2026.