Keller Financial Group

Overview

Keller Financial Group is an independent registered investment adviser that positions itself as a capital allocator for both individuals/families and institutional clients. The firm is SEC-registered (registration year 2023) and is organized as a corporation with individual ownership. Service offerings combine financial planning, portfolio management for individuals and small businesses, pension consulting, and the selection of other advisers — the latter reflecting a manager-of-managers or adviser-sourcing role. Billing arrangements include AUM-based fees alongside hourly and fixed-fee engagements. The firm also lists accounting among its business activities, which suggests integrated tax and record-keeping capabilities in client work. Keller Financial Group does not identify as an active ESG investor and is not a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices