Drew Keller
Keller Financial Group · Camp Hill, Pennsylvania
Drew Keller is a fee-only financial advisor at Keller Financial Group in Camp Hill, Pennsylvania. Drew focuses on tax planning. Keller Financial Group reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Facts
| Firm | Keller Financial Group |
|---|---|
| Based in | Camp Hill, Pennsylvania |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $135.3M across 89 accounts |
| SEC registration | Investment adviser representative in PA · CRD 8246600 |
| Exams passed | Series 65 (2026) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.kellercpa.com |
| Profile |
How Drew's firm compares
- Keller Financial Group's average account is about $1.5 million, from its Form ADV (assets managed divided by 89 accounts).
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Questions about Drew
Is Drew Keller a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Drew holds no broker registration, and Keller Financial Group reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Drew charge for financial advice?
Drew's firm, Keller Financial Group, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Drew Keller based?
Drew Keller is based in Camp Hill, Pennsylvania.
What does Drew specialize in?
Drew's specialties include tax planning.
Is Drew Keller registered with the SEC?
Yes. Drew Keller is registered as an investment adviser representative in PA (CRD 8246600), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Keller Financial Group manage?
Keller Financial Group reports $135.3M across 89 accounts in assets under management.
How do I contact Drew Keller?
Through Drew's website, www.kellercpa.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 Financial Group 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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