Brian Kelley
Invest for today. Plan for tomorrow.
Wealthtender Community Connect helps people discover the best financial advisors for their individual needs through their favorite blogs and podcasts.
Click Here to Learn More 
Oath Planning
Brian Kelley
Brooklyn, NY
Serving Clients Nationwide
Invest for today. Plan for tomorrow.
5 out of 5 Stars
Jump to Reviews
Areas of Focus
- Estate Planning
- Financial Life Planning
- Investment Management
- Retirement Planning
- Taxes
About Brian Kelley
Brian Kelley is a driving force behind all we do for our clients at Oath Planning.Growing up with four older sisters, Brian understood the significance of forging strong connections and nurturing relationships early on. With a father who worked in estate planning and a mother who taught at his grade school, the values of education, family, and planning were deeply rooted in him.
After pursuing a BA in Accounting from the University of Oklahoma, numbers became his forte. However, he recognized his heart's desire for more meaningful interpersonal connections than his accounting path could offer.
In 2017, Brian joined the Oath team as a project manager. During that time, he discovered his calling to become a financial advisor. Identifying a crucial need for clients to have fiduciary support in their financial planning, he embraced this transition with open arms.
Brian is enthusiastic about helping families achieve their financial goals, and he treasures the connections with our clients that make his role truly rewarding.
Outside the professional sphere, he is passionate about his vinyl collection, taking leisurely strolls with his dog, and exploring new travel destinations.
Primary Location
Brooklyn, New York
Video
Meeting Options
- Video Conference
- In-Person
- Phone
Compensation Methods
- Fee Based
- Percentage of Assets Managed
What to expect in the first meeting
Visit our website and click the 'Get your free consultation' button to request we contact you. We'll get to know each other and I'll listen to understand your unique circumstances so we can determine the best way to proceed. I look forward to speaking with you.Offers Investment Management
Yes
About Oath Planning
Oath Planning is not just another financial advisory firm—we take a holistic, client-centered approach that integrates estate planning and financial strategy to create a comprehensive plan for long-term success. We align your money with your meaning, and your wealth with your well-being, so you can finally step into the life you know you want to live, without what’s been holding you back.Your money should support the life you want to live today, not just a future many years away. Our fiduciary advisors simplify everything from investment strategy to tax minimization. With a single trusted partner by your side, you gain the confidence to live fully and plan wisely.
The best plans are simple. Working with Oath means a single point of contact for getting all of your finances in order. While most firms focus on asset growth alone, our integrated approach aligns every aspect of wealth to bring more purpose and presence to your life.
Education
University of Oklahoma, BA, Accounting
Hobbies and Interests
- Family
- Music
- Traveling
SEC Lookup
View DisclosureWho We Serve
- Baby Boomers
- Families
- Intergenerational Families
- Living in Retirement
To make Wealthtender free for readers, we earn a nominal monthly fee from financial advisors and firms in exchange for marketing services (including being featured on this profile page), subject to terms of use. This compensation creates a natural conflict of interest when we favor their promotion over others. Wealthtender is not a client of these advisors or firms. Testimonials may not be representative of other clients’ experiences and do not guarantee future performance or success.
Write a Review
By clicking submit, you acknowledge this review is based on your own experience and reflects your genuine opinion. You also agree to our review policy, privacy policy, and terms and conditions, and give this financial advisor permission to publicly display your review on their website.
5 Stars
✅ Wealthtender Certified Advisor Review™
Sep 28, 2025
Oath Planning has provided careful guidance and services to protect my family 's investments and help us plan for the future. The Tulsa team is so responsive. I couldn't recommend them more!
Relationship to Financial Advisor: Client as of Sep 28, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Sep 2, 2025
I have had a great experience with Oath. The staff is very knowledgeable and always accommodating to my needs.
Relationship to Financial Advisor: Client as of Sep 2, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Aug 21, 2025
Relationship to Financial Advisor: Client as of Aug 21, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Aug 14, 2025
They are always responsive and helpful. They helped us set up an irrevocable trust about 6 years ago and we moved our 401K and 403B for them to manage with Fidelity. We are pleased with the results.
Relationship to Financial Advisor: Client as of Aug 14, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Aug 14, 2025
Super satisfied with Alec and how often he is checking up. Super grateful that I found this company to get me a head start.
Relationship to Financial Advisor: Client as of Aug 14, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Aug 5, 2025
Always promt and courteous. Service. I’m very satisfied with this firm.
Relationship to Financial Advisor: Client as of Aug 5, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Aug 4, 2025
My husband and I started our trust with OATH. Years later, as a widow, I have found them to be helpful and able to quickly getting money released when I need it.
Relationship to Financial Advisor: Client as of Aug 4, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Aug 4, 2025
Relationship to Financial Advisor: Client as of Aug 4, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Jul 20, 2025
Relationship to Financial Advisor: Client as of Jul 20, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Jul 17, 2025
Oath Planning has been a great group! They are knowledgeable and quite helpful. I have been pleased with the returns on my investments andcwith their willingness and ability to answer questions and duscuss and explain strategies.
Relationship to Financial Advisor: Client as of Jul 17, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Jul 15, 2025
They all are very knowledgeable and courteous. Helpful with anything that I need.
Relationship to Financial Advisor: Client as of Jul 15, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Mar 25, 2025
I utilized Oath Planning for my Family Trust and my investments. The Trust was not difficult because they are highly organized and answered all questions. The Fidelity Investments are expertly managed, and my money is moved to maximize growth. Looking to transfer moey from employer 401K into Oath management rather that the single Fidelity fund.
Relationship to Financial Advisor: Client as of Mar 25, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Mar 24, 2025
Relationship to Financial Advisor: Client as of Mar 24, 2025
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
5 Stars
✅ Wealthtender Certified Advisor Review™
Oct 2, 2024
I work with Alec ...he and the Oath group are always there to ensure goals are being met and I understand what is happening. !
Relationship to Financial Advisor: Client as of Oct 2, 2024
Compensation: This reviewer received no compensation for this review.
Conflicts of Interest: There are no material conflicts of interest.
We Want Your Voice to be Heard
Wealthtender exists to help people discover trusted and authentic financial professionals and educators who may be a good fit based on their unique needs and circumstances.
Your honest reviews help people decide which financial professionals and educators may be best suited to their individual needs.
The majority of people trust reviews as much as personal recommendations, so what you write in your review should reflect your own opinion and experience.
Tips for Writing a Helpful Review
Be descriptive. Instead of just saying what you like or dislike, share why. What have you enjoyed most or least about your experience with the provider? Have they helped you overcome a difficult financial challenge or strengthened your knowledge about particular money matters? The more details, the better!
Be honest. Your rating and review should reflect your actual experience.
Stay relevant. Ensure your review is helpful to others by avoiding off-topic discussions or personal opinions not relevant to your direct experience.
Make your review easy to read. Reviews should be readable to others. Use proper grammar, avoid excessive capitalization or punctuation, and be sure to check your spelling.
Be yourself. Don’t post as, or pretend to be, someone else, and do not say you’re associated with a person or organization with which you are not.
Be nice. Don’t write abusive, hateful, threatening, or harassing content. Avoid personal threats, hate speech, obscenities, or inflammatory language.
Respect the privacy of others. Don’t post information that can be used to identify another individual or compromise their privacy.
Report abuse. Thank you for helping us ensure reviews on Wealthtender are helpful to everyone. If you suspect possible violations of our guidelines or believe a review is inappropriate, please email support@wealthtender.com with a link to the provider’s profile, indicating the review in question and the reason you believe it violates our guidelines.
➡️ Are you reviewing a financial advisor? Learn more about Certified Advisor Reviews.
Disclaimers
Wealthtender reserves the right to remove reviews that violate its guidelines and/or regulations issued by the Federal Trade Commission, Securities and Exchange Commission, FINRA, and other regulatory agencies. Further, financial advisors are subject to individual firm policies and rules prescribed by federal and state regulators that may result in reviews being removed, not published, or potentially modified upon the documented request submitted by an advisor, compliance officer, or other firm professional to maintain compliance with federal and state regulations.
If you submit a review on Wealthtender, the Federal Trade Commission has issued guidance to ensure you always maintain the right and ability to request reviews be removed from any online review website, including Wealthtender. To request the removal of a review you submitted on Wealthtender, please send an email to support@wealthtender.com using the same email address you utilized when submitting the review. Please include in your email a link to the profile on Wealthtender where your review is published.
In addition to your review being published on Wealthtender, you acknowledge your review may also be published by your financial advisor on their website, social media accounts, and/or profile pages on other directory websites.
The reviews posted on Wealthtender are individual and subjective opinions. The opinions expressed in reviews are those of the reviewer and not of Wealthtender, Inc. Wealthtender does not endorse any of the opinions expressed by reviewers.
Please refer to the Wealthtender terms of service and privacy policy for additional information.
If you have questions or if we can assist with anything at all, please contact us by email at support@wealthtender.com or call us at (512) 540 – 3811.
Thank you for visiting Wealthtender and giving us the opportunity to serve you.
© 2024 Wealthtender, Inc.