David Faskas
Keller Wealth Advisors · Victoria, Texas
David Faskas is a fee-only financial advisor at Keller Wealth Advisors in Victoria, Texas, who holds the CFP and CFA credentials. David 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.
Request an introduction to David →
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 · CFA |
| SEC registration | Investment adviser representative in TX · CRD 6126274 |
| Exams passed | Series 65 (2012) |
| Firm size | 10 employees |
| Disclosures | None reported |
| Website | kellerwealthadvisors.com |
Request an introduction to David
Tell David a little about what you're looking for. David isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about David
Is David Faskas a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: David 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 David charge for financial advice?
David charges a percentage of assets.
How much does David 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 David Faskas based?
David Faskas is based in Victoria, Texas.
What does David specialize in?
David's specialties include retirement planning, tax planning, estate & legacy planning, family wealth transfer and divorce financial planning. David works with multi-generational families, early-career professionals, retirees and divorced individuals.
What credentials does David Faskas hold?
David Faskas holds the CFP and CFA credentials.
Is David Faskas registered with the SEC?
Yes. David Faskas is registered as an investment adviser representative in TX (CRD 6126274), 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 David Faskas?
Through David'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.
See something wrong? Request a correction. Read our methodology.