Ryan Kelly, CFP®, is a fee-only financial advisor that specializes in flat-fee financial advice for Do-It-Yourself (DIY) Investors. His clients, many of whom discover him through the White Coat Investor site, share a commitment to low-cost, broadly diversified index fund investing. Ryan’s two service offerings include:

Financial Review. $3,400 one-time fee. The Financial Review includes two initial Zoom meetings, a detailed 10–15-page letter with specific financial planning and investment recommendations, three months of unlimited email follow-up advice, and one additional Zoom follow-up meeting at no extra cost. Typical clients are those who manage their own investments and want to make sure they’re on the right track with their investing and overall financial planning. Learn more by clicking here.

Do-It-Yourself Investing Service. $4,900 one-time fee. The DIY Investing Service includes two initial Zoom meetings, a comprehensive financial plan, four months of unlimited email follow-up advice, and up to three additional Zoom meetings at no extra cost to assist with implementing the recommendations. The service combines comprehensive financial planning with hands-on guidance to help clients confidently manage their own investments. Typical clients include physicians who have recently completed their training, individuals approaching retirement, and those looking to transition from working with a full-service financial advisor to managing their investments independently. Learn more by clicking here.

White Coat Planning Comparison. How do Ryan Kelly’s services compare with White Coat Planning, the new financial planning firm launched by the White Coat Investor? Please see how by clicking here.

Schedule a Free 20-Minute Consultation. If you are interested in learning more, please schedule a free 20-minute consultation (via phone or Zoom) with Ryan Kelly by clicking here.

Ryan Kelly’s financial planning practice is incorporated under the name RFK Capital Management. You may find the firm’s public disclosure document on the SEC’s investment adviser website by clicking here.