Frequently asked questions

How much do you charge for your services?


We are primarily a fee based firm. Call us or schedule a meeting to get your specific price!




What services does The Kelley Financial Group provide?


The Kelley Financial Group provides wealth management and financial planning services. To view a breakdown of these services click here




How often can we discuss my portfolio and financial position?


As many times as you would like! We understand that in the initial on-boarding process, many questions will arise. Whether there is a feeling of distress, or just a simple question to answer, a Pittsburgh financial planner is just one call or email away.




What should I bring to my first meeting?


Click here to view a detailed document displaying what you should bring to your first meeting!