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 are physicians who discover him through the White Coat Investor site, share a commitment to low-cost, broadly diversified index fund investing. While he primarily serves physicians, he also works with a diverse range of clients, including retirees. Ryan’s two service offerings include:

Do-It-Yourself Investing Service. $4,900 one-time fee. The DIY Investing Service combines comprehensive financial planning with DIY investing support. The service includes two Zoom meetings, a comprehensive financial plan, investing guidance, and four months of unlimited email follow-up and up to three additional Zoom meetings (to assist with implementation of the plan) at no additional charge. To learn more, click here.

Financial Review. $3,400 one-time fee. The Financial Review Service is intended for DIY investors who are looking for a second opinion with regards to their own financial and investment planning. Learn more about the Financial Review Service 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 calendar for free consultations is full from time to time. If you don’t see any availability on the calendar, please check back periodically as new times are frequently added to his calendar.

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.