# Roberta Keller

> Roberta Keller is a fee-only financial advisor at Alexis Advisors in Richmond, Virginia. Roberta focuses on sustainable & impact investing, retirement planning and divorce financial planning. Alexis Advisors reports charging a percentage of assets and hourly fees on its Form ADV.

Page: https://find.wellspent.co/advisors/roberta-keller/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Alexis Advisors
- **Based in:** Richmond, Virginia
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly
- **Assets under management (firm):** $66.2M across 236 accounts
- **Specialties:** Sustainable & impact investing, Retirement planning, Divorce financial planning, Family wealth transfer
- **Works with:** Retirees, Pre-retirees, Mid-life transitions, Early-career professionals
- **CRD:** 2356321 (https://adviserinfo.sec.gov/individual/summary/2356321)
- **SEC registration:** Investment adviser representative in PA, VA
- **Exams passed:** Series 65 (2010)
- **Firm size:** 2 employees
- **Disclosures:** None reported
- **Website:** http://www.alexisadvisors.com

## Frequently asked questions

### Is Roberta Keller a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Roberta holds no broker registration, and Alexis Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Roberta charge for financial advice?

Roberta's firm, Alexis Advisors, reports charging a percentage of assets and hourly fees on its SEC Form ADV.

### Where is Roberta Keller based?

Roberta Keller is based in Richmond, Virginia.

### What does Roberta specialize in?

Roberta's specialties include sustainable & impact investing, retirement planning, divorce financial planning and family wealth transfer. Roberta works with retirees, pre-retirees, mid-life transitions and early-career professionals.

### Is Roberta Keller registered with the SEC?

Yes. Roberta Keller is registered as an investment adviser representative in PA and VA (CRD 2356321), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Alexis Advisors manage?

Alexis Advisors reports $66.2M across 236 accounts in assets under management.

### How do I contact Roberta Keller?

Through Roberta's website, www.alexisadvisors.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/2356321): 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
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://alexisadvisors.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.