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William A. Kelly Financial Services (Braintree)


William A. Kelly Financial Services is a large advisory firm based in Braintree. It manages $31.58 million of regulatory assets for 361 client accounts. It has been registered with the SEC as an adviser since 2010 and has operated in the jurisdictions of Connecticut, Massachusetts, and New Hampshire.

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William A. Kelly Financial Services provides financial planning services, portfolio management for individuals and small businesses, and market timing services. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

William A. Kelly Financial Services: assets under management

The assets under management (AUM) of William A. Kelly Financial Services is $31.58 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 0% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $31.58 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $87.48 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay William A. Kelly Financial Services for their services and products based on a percentage of assets under management, hourly charges, fixed fees, and commissions. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Braintree

The principal office where William A. Kelly Financial Services performs its advisory services is located at Ten Forbes Road West, Braintree, MA 02184 2605, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 781-849-3090 or by fax 781-849-3091. The normal business hours are 10am to 6pm on Monday - Friday. You can find more information about the New York firm at www.kellyfinancial.org.


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