Roberta Keller
Alexis Advisors · Richmond, Virginia
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.
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Specialties
Who they serve
- Retirees
- Pre-retirees
- Mid-life transitions
- Early-career professionals
Facts
| Firm | Alexis Advisors |
|---|---|
| Based in | Richmond, Virginia |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $66.2M across 236 accounts |
| SEC registration | Investment adviser representative in PA, VA · CRD 2356321 |
| Exams passed | Series 65 (2010) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.alexisadvisors.com |
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Questions about Roberta
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.
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
- Alexis Advisors 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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