About the firm
Kelsey Financial offers tailored financial strategy and personalized service, with advisors committed to developing lasting relationships alongside financial expertise. The firm takes an active, holistic approach to personal financial situations, cultivating financial plans from the ground up. They operate offices in Moorpark and Westlake.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Financial Planning and Consulting, Asset Management, Retirement Planning, and College 529 Investing. The firm provides comprehensive financial planning, cash flow organization, investment monitoring, net worth tracking, and customized portfolio management.
Leadership
Office locations
Advisors at this firm
7 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| Up to $500,000 | 1.50% |
| $1,000,000 | 1.23% |
| $2,000,000 | 0.94% |
Data as of March 23, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Kelsey Financial, LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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