Michael Kelley II, CFP®, CLU® Kelley Financial Planning

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About Michael Kelley II, CFP®, CLU®

Michael Kelley is a CERTIFIED FINANCIAL PLANNER™ (CFP®) Professional and founder of Kelley Financial Planning, a Fee-Only, Registered Investment Advisory (RIA) firm located in Cleveland, Ohio. He serves clients locally and also virtually across the country.

Instead of modeling Kelley Financial Planning after other firms, Michael started with a blank sheet of paper and designed a business model focused on providing the best service, for the best value with the best client experience.

Michael works with his clients on an hourly, as-needed basis to help them worry less about money and get back to living their lives!

As a fee-only, fiduciary, and independent financial advisor, Michael Kelley, CFP® is never paid a commission of any kind, and has a legal obligation to provide unbiased and trustworthy financial advice.

Michael’s work as a financial planner has been cited in numerous financial and trade magazines including CNBC, TheStreet, and LendingTree.

His love for investments started when he bought his first 3 stocks at the age of 14 (with his Dad’s help, obviously). Curious to know which ones? Walmart, JLG and Cisco. He can still remember anxiously waiting to read the Sunday paper and find out how his stocks performed that week. Wow, times sure have changed!

Michael is a graduate of The University of Akron and a proud member of the National Association of Personal Financial Advisors (NAPFA), the XY Planning Network (XYPN), and the Certified Financial Planner Board (CFP®).

When he’s not in the office creating financial plans, you’ll either find him on the golf course or walking the Metroparks with his wife and two dogs.

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Recently Published

How Can I Save More Money for Retirement?

July 3, 2020

There comes a point in life when you need to stop working and retire. At that point, it’s crucial that you have enough money saved up to support yourself. Not enough money at retirement will turn into an absolute nightmare. So how can you prepare? How can you make sure that your retirement is a […]

The post How Can I Save More Money for Retirement? appeared first on Kelley Financial Planning.

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How Can I Cut My Transportation Costs?

June 20, 2020

Transportation can often be one of the bigger expenses in a household budget. Transportation expenses often rise with the cost of gas and regular maintenance for household vehicles. Although it can be expensive, there are fortunately many ways to cut the cost of transportation. Scroll down and keep reading to find out how you can […]

The post How Can I Cut My Transportation Costs? appeared first on Kelley Financial Planning.

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How High-Interest Debt Can Ruin Your Family Financially

June 20, 2020

High-interest debt of all kinds can be financially ruinous for your family. It can cause you to lose important investment opportunities, hurt your family, and hurt your credit score. Scroll down and keep reading to find three ways that high-interest debt is dangerous, and some things you can do to avoid it. Lost Investment Opportunity […]

The post How High-Interest Debt Can Ruin Your Family Financially appeared first on Kelley Financial Planning.

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Ideal Clients

  • Couples
  • Gen Y/Millennials
  • Newlywed
  • Parents

Ways Advisor Charges

  • Monthly Fee
  • Flat Fee
  • Hourly
  • Assets Under Management

Fee Options

  • Monthly Fee: $150+/mo
  • Flat Fee: $750+/engagement
  • Hourly Fee: $220+/hr
  • AUM: 0.70%

SEC Records

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