Dwayne Keller
Keller Financial Group · Camp Hill, Pennsylvania
Dwayne Keller is a fee-only financial advisor at Keller Financial Group in Camp Hill, Pennsylvania. Dwayne 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 3119453 |
| Exams passed | Series 63 (2000) · Series 66 (2010) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.kellercpa.com |
| Profile |
How Dwayne'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 Dwayne
Is Dwayne Keller a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Dwayne 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 Dwayne charge for financial advice?
Dwayne's firm, Keller Financial Group, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Dwayne Keller based?
Dwayne Keller is based in Camp Hill, Pennsylvania.
What does Dwayne specialize in?
Dwayne's specialties include tax planning.
Is Dwayne Keller registered with the SEC?
Yes. Dwayne Keller is registered as an investment adviser representative in PA (CRD 3119453), 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 Dwayne Keller?
Through Dwayne'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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