Charles Keller
Master's Wealth Management · Leola, Pennsylvania
Charles Keller is a fee-only financial advisor at Master's Wealth Management in Leola, Pennsylvania. Master's Wealth Management reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | Master's Wealth Management |
|---|---|
| Based in | Leola, Pennsylvania |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $589.5M across 1,540 accounts |
| SEC registration | Investment adviser representative in PA · CRD 2103780 |
| Exams passed | Series 63 (1990) · Series 65 (1993) |
| Firm size | 12 employees |
| Disclosures | None reported |
| Website | mastersadvisors.com |
How Charles's firm compares
- Master's Wealth Management's average account is about $383,000, from its Form ADV (assets managed divided by 1,540 accounts).
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Questions about Charles
Is Charles Keller a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Charles holds no broker registration, and Master's Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Charles charge for financial advice?
Charles's firm, Master's Wealth Management, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Charles Keller based?
Charles Keller is based in Leola, Pennsylvania.
Is Charles Keller registered with the SEC?
Yes. Charles Keller is registered as an investment adviser representative in PA (CRD 2103780), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Master's Wealth Management manage?
Master's Wealth Management reports $589.5M across 1,540 accounts in assets under management.
How do I contact Charles Keller?
Through Charles's website, mastersadvisors.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
- 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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