Next-Gen + Best-in-State · rank 31 · Latham, New York · listed firm: Kelton Financial Group | Raymond James
Identity & firm
- Firm — Kelton Financial Group | Raymond James Financial Services (high)
- “Securities are offered through Raymond James Financial Services, Inc., member FINRA/SIPC, marketed as Kelton Financial Group, with investment advisory services offered through Raymond James Financial Services Advisors, I” — firm_official
- Parent company — Raymond James Financial (high)
- “"firmId": 6694, "firmName": "RAYMOND JAMES FINANCIAL SERVICES, INC.", "iaOnly": "N", "registrationBeginDate": "9/3/2019", "firmBCScope": "ACTIVE"” — sec_finra_regulatory
- Firm type — ibd_rep (high)
- “"currentIAEmployments": [{"firmId": 149018, "firmName": "RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC", "iaOnly": "Y", "registrationBeginDate": "9/5/2019", "iaSECNumber": "69815"}]” — sec_finra_regulatory
- Team name — The Kelton Financial Group (high)
- “At The Kelton Financial Group, our team's mission is to manage and preserve your wealth in a way that frees you to focus on what's really important to you.” — firm_official
- Team size — 10 (medium)
- “Ryan Kelton, CFP®, ChFC® - Partner, The Kelton Financial Group Financial Advisor, RJFS” — firm_official
- CRD — 4801247 (high)
- “"basicInformation": {"individualId": 4801247, "firstName": "Sean", "middleName": "William", "lastName": "Kelton", "bcScope": "Active", "iaScope": "Active", "daysInIndustryCalculatedDate": "11/28/2017"}” — sec_finra_regulatory
- Years experience — 8 (high)
- “"daysInIndustryCalculatedDate": "11/28/2017"” — sec_finra_regulatory
- Designations — CFP (high)
- “CFP® Partner, The Kelton Financial Group Financial Advisor, RJFS” — firm_official
Book of business
- Team AUM ($M) — 1500 (high)
- “Team Assets (Custodied): $1.5B” — forbes_shook
- Account minimum ($M) — 0 (high)
- “Minimum Account Size for New Business: $0” — forbes_shook
- Typical client net worth ($M) — 11.5 (high)
- “Typical Net Worth of Relationships: $3-20M” — forbes_shook
- Client niche — corporate executives, doctors and lawyers (high)
- “Sean works primarily with professionals such as corporate executives, doctors, and lawyers.” — firm_official
- Custodians — gap: not_applicable
- Fee model — fee_plus_commission (medium)
- “Securities are offered through Raymond James Financial Services, Inc., member FINRA/SIPC, marketed as Kelton Financial Group, with investment advisory services offered through Raymond James Financial Services Advisors, I” — firm_official
Positioning & marketing
- Website url — https://www.kelton-financial.com/our-team/bio?_=Sean.Kelton (high)
- “A thoughtful and logical advisor, Sean Kelton helps clients pursue their important objectives in life while helping them identify the imprint they'd like to make on the world.” — firm_official
- Value proposition (verbatim) — When you engage the Kelton Financial Group, we will seek to understand you and your individual situation, collaborating to develop a tailored plan that advances your financial position regardless of where you start. We will listen to you and respond in a timely and clear manner with our signature no-nonsense-but-caring way. (high)
- “When you engage the Kelton Financial Group, we will seek to understand you and your individual situation, collaborating to develop a tailored plan that advances your financial position regardless of where you start. We w” — firm_official
- Differentiators — "signature no-nonsense-but-caring way" of communicating, positions as client's "personal financial trainer" for financial fitness, plans built from client values and lifestyle, not just risk numbers, avoids passing trends in favor of durable strategies, no account minimum — serves clients regardless of starting point (high)
- “We look forward to serving as your personal financial trainer, helping you get and stay on track with your financial fitness.” — firm_official
- “And we choose to overlook most passing trends in favor of those we feel could give you the best chance of reaching your financial and personal milestones.” — firm_official
- Content marketing — occasional (medium)
- “Resources Resources KFG Videos Make A Payment insights and Commentary Client Access Videos WorthWhile” — firm_official
- Has podcast — no (medium)
- “Resources Resources KFG Videos Make A Payment insights and Commentary Client Access Videos WorthWhile” — firm_official
- Books published — 0 (medium)
- “Joined the practice in 2017 after three years at GE Healthcare in operations and engineering roles.” — firm_official
- Linkedin url — https://www.linkedin.com/in/sean-kelton-cfp%C2%AE-09901877/ (medium)
- “Sean Kelton, CFP® - Partner, The Kelton Financial Group | Wealth Advisor, RJFS | LinkedIn” — social_or_third_party_db
- Social presence — linkedin_active (low)
- “Sean Kelton, CFP® - Partner, The Kelton Financial Group | Wealth Advisor, RJFS | LinkedIn” — social_or_third_party_db
- Press awards — AdvisorHub 250 Advisors to Watch (under $1B), 2024, Financial Times Top 400 Financial Advisors, 2020 (medium)
- “Financial Times Top 400 Financial Advisors (2020)” — firm_official
- “Sean Kelton was named to the 2024 edition of AdvisorHub's list of 250 Advisors to Watch under $1B.” — social_or_third_party_db
Visual brand
- Has distinct logo — yes (high)
- “<img src="/-/media/RJ/Advisor-Sites/Sites/k/e/keltonfinancial/Images/Group-Logos/logo-circle.png?la=en&h=131&w=131&hash=B5E5B65F5B352A1C4835DDF8AB24CA92" class="ftr-logo desktop-image hidden-xs hidden-sm" alt” — firm_official
- Logo url — https://www.kelton-financial.com/-/media/RJ/Advisor-Sites/Sites/k/e/keltonfinancial/Images/Group-Logos/logo-circle.png (high)
- “<img src="/-/media/RJ/Advisor-Sites/Sites/k/e/keltonfinancial/Images/Group-Logos/logo-circle.png?la=en&h=131&w=131&hash=B5E5B65F5B352A1C4835DDF8AB24CA92" class="ftr-logo mobile-image hidden-md hidden-lg" alt=” — firm_official
- Visual brand notes — Raymond James advisor-site template with a distinct circular KFG mark. Navy and neutral grays, clean sans-serif, stock lifestyle and planning photography plus a team photo; aspirational quotes (Roosevelt, Earhart, Buffett) anchor each section. (high)
- ““It takes as much energy to wish it as it does to plan.” Eleanor Roosevelt” — firm_official
