Kellan Peer
O'Keefe Stevens Advisory · Rochester, New York
Kellan Peer is a fee-only financial advisor at O'Keefe Stevens Advisory in Rochester, New York. Kellan charges a percentage of assets and a one-time planning fee (one-time plans from $750 and 1% a year on the first tier of assets managed) and focuses on retirement planning, founders (pre-exit) and estate & legacy planning.
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Specialties
Who they serve
- Founders
- Pre-retirees
- Retirees
Facts
| Firm | O'Keefe Stevens Advisory |
|---|---|
| Based in | Rochester, New York |
| Fee model | Percentage of assets · One-time planning fee |
| Fees (firm's website) | One-time plans from $750 · 1% a year on the first tier of assets managed |
| Accepting new clients | Yes |
| Assets under management | $585.6M across 943 accounts |
| SEC registration | Investment adviser representative in NY · CRD 7981212 |
| Exams passed | Series 65 (2025) |
| Firm size | 9 employees |
| Disclosures | None reported |
| Website | www.okeefestevens.com |
Request an introduction to Kellan
Tell Kellan a little about what you're looking for. Kellan 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 Kellan
Is Kellan Peer a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Kellan holds no broker registration, and O'Keefe Stevens Advisory reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Kellan charge for financial advice?
Kellan charges a percentage of assets and a one-time planning fee.
How much does Kellan charge?
According to O'Keefe Stevens Advisory's website, checked October 30, 2026: one-time plans from $750; 1% a year on the first tier of assets managed.
Where is Kellan Peer based?
Kellan Peer is based in Rochester, New York.
What does Kellan specialize in?
Kellan's specialties include retirement planning, founders (pre-exit), estate & legacy planning and tax planning. Kellan works with founders, pre-retirees and retirees.
Is Kellan Peer registered with the SEC?
Yes. Kellan Peer is registered as an investment adviser representative in NY (CRD 7981212), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does O'Keefe Stevens Advisory manage?
O'Keefe Stevens Advisory reports $585.6M across 943 accounts in assets under management.
How do I contact Kellan Peer?
Through Kellan's website, www.okeefestevens.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
- O'Keefe Stevens Advisory 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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