Beth Koonce
Keller Wealth Advisors · Victoria, Texas
Beth Koonce is a fee-only financial advisor at Keller Wealth Advisors in Victoria, Texas, who holds the CFP credential. Beth charges a percentage of assets (0.8% a year on the first tier of assets managed and typically works with clients with $500,000 or more) and focuses on retirement planning, tax planning and estate & legacy planning.
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Specialties
Who they serve
- Multi-generational families
- Early-career professionals
- Retirees
- Divorced individuals
Facts
| Firm | Keller Wealth Advisors |
|---|---|
| Based in | Victoria, Texas |
| Fee model | Percentage of assets |
| Fees (firm's website) | 0.8% a year on the first tier of assets managed · Typically works with clients with $500,000 or more |
| Accepting new clients | Yes |
| Assets under management | $923.1M across 1,328 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in TX · CRD 6649859 |
| Exams passed | Series 65 (2016) |
| Firm size | 10 employees |
| Disclosures | None reported |
| Website | kellerwealthadvisors.com |
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Questions about Beth
Is Beth Koonce a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Beth holds no broker registration, and Keller Wealth Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Beth charge for financial advice?
Beth charges a percentage of assets.
How much does Beth charge?
According to Keller Wealth Advisors's website, checked October 30, 2026: 0.8% a year on the first tier of assets managed; typically works with clients with $500,000 or more.
Where is Beth Koonce based?
Beth Koonce is based in Victoria, Texas.
What does Beth specialize in?
Beth's specialties include retirement planning, tax planning, estate & legacy planning, family wealth transfer and divorce financial planning. Beth works with multi-generational families, early-career professionals, retirees and divorced individuals.
What credentials does Beth Koonce hold?
Beth Koonce holds the CFP credential.
Is Beth Koonce registered with the SEC?
Yes. Beth Koonce is registered as an investment adviser representative in TX (CRD 6649859), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Keller Wealth Advisors manage?
Keller Wealth Advisors reports $923.1M across 1,328 accounts in assets under management.
How do I contact Beth Koonce?
Through Beth's website, kellerwealthadvisors.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Keller Wealth Advisors website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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