KELLER WEALTH ADVISORS

RIASEC RegisteredEst. 1998

Total AUM

$923M

Discretionary

$905M

98% of AUM

Avg account

$695K

Accounts

1,328

Employees

Advisory reps

Firm details

Headquarters: VICTORIA, Texas
CRD number: 111610
Registered since: February 6, 1998
Website: kellerwealthadvisors.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Fixed Fees
Client types: HNWI82.84%
Individuals12.45%
Charitable Organizations3.85%
Pension & Profit Sharing Plans0.79%
Corporations / Businesses0.08%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingPublication of PeriodicalsEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Keller Wealth Advisors is an independent, SEC‑registered registered investment adviser organized as an LLC and operating since 1998. The firm serves both individual and family clients as well as institutional relationships, offering financial planning and portfolio management across individual, small business and institutional accounts. Advisory services listed on the firm’s filings include pension consulting, periodic publications and educational seminars. Fee arrangements combine a percentage of AUM and fixed fees. Keller Wealth Advisors does not describe itself as an active ESG investor. The firm was recognized by FA Magazine in 2020 on a Top RIA Firms list.