Kellen Thayer
Advisor.com · Charleston, South Carolina
Kellen Thayer is a fee-only financial advisor at Advisor.com in Charleston, South Carolina. Kellen charges a flat fee or retainer, a percentage of assets and an ongoing planning fee (ongoing planning from $3,750 a year and 0.5% a year on the first tier of assets managed) and focuses on equity compensation, retirement planning and tax planning.
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Specialties
Who they serve
- Early-career professionals
Facts
| Firm | Advisor.com |
|---|---|
| Based in | Charleston, South Carolina |
| Fee model | Flat fee or retainer · Percentage of assets · Ongoing planning fee |
| Fees (firm's website) | Ongoing planning from $3,750 a year · 0.5% a year on the first tier of assets managed · No asset minimum |
| Accepting new clients | Yes |
| Assets under management | $126.8M across 2,029 accounts |
| SEC registration | Investment adviser representative in SC, TX · CRD 6668417 |
| Exams passed | Series 66 (2017) |
| Firm size | 12 employees |
| Disclosures | None reported |
| Website | www.awm.co |
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Questions about Kellen
Is Kellen Thayer a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Kellen holds no broker registration, and Advisor.com reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Kellen charge for financial advice?
Kellen charges a flat fee or retainer, a percentage of assets and an ongoing planning fee.
How much does Kellen charge?
According to Advisor.com's website, checked October 30, 2026: ongoing planning from $3,750 a year; 0.5% a year on the first tier of assets managed; no asset minimum.
Where is Kellen Thayer based?
Kellen Thayer is based in Charleston, South Carolina.
What does Kellen specialize in?
Kellen's specialties include equity compensation, retirement planning, tax planning, small business owners and divorce financial planning. Kellen works with early-career professionals.
Is Kellen Thayer registered with the SEC?
Yes. Kellen Thayer is registered as an investment adviser representative in SC and TX (CRD 6668417), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Advisor.com manage?
Advisor.com reports $126.8M across 2,029 accounts in assets under management.
How do I contact Kellen Thayer?
Through Kellen's website, www.awm.co.
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
- Advisor.com 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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