Thomas Keller
Keller Wealth Advisors · Victoria, Texas
Thomas Keller is a fee-only financial advisor at Keller Wealth Advisors in Victoria, Texas, who holds the CFP and PFS credentials. Thomas charges a percentage of assets (0.8% a year on the first tier of assets managed and typically works with clients with $500,000 or more) and focuses on retirement planning, tax planning and estate & legacy planning.
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Specialties
Who they serve
- Multi-generational families
- Early-career professionals
- Retirees
- Divorced individuals
Facts
| Firm | Keller Wealth Advisors |
|---|---|
| Based in | Victoria, Texas |
| Fee model | Percentage of assets |
| Fees (firm's website) | 0.8% a year on the first tier of assets managed · Typically works with clients with $500,000 or more |
| Accepting new clients | Yes |
| Assets under management | $923.1M across 1,328 accounts |
| Credentials | CFP · PFS |
| SEC registration | Investment adviser representative in TX · CRD 3190293 |
| Exams passed | Series 63 (1999) |
| Firm size | 10 employees |
| Disclosures | None reported |
| Website | kellerwealthadvisors.com |
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Questions about Thomas
Is Thomas Keller a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Thomas holds no broker registration, and Keller Wealth Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Thomas charge for financial advice?
Thomas charges a percentage of assets.
How much does Thomas charge?
According to Keller Wealth Advisors's website, checked October 30, 2026: 0.8% a year on the first tier of assets managed; typically works with clients with $500,000 or more.
Where is Thomas Keller based?
Thomas Keller is based in Victoria, Texas.
What does Thomas specialize in?
Thomas's specialties include retirement planning, tax planning, estate & legacy planning, family wealth transfer and divorce financial planning. Thomas works with multi-generational families, early-career professionals, retirees and divorced individuals.
What credentials does Thomas Keller hold?
Thomas Keller holds the CFP and PFS credentials.
Is Thomas Keller registered with the SEC?
Yes. Thomas Keller is registered as an investment adviser representative in TX (CRD 3190293), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Keller Wealth Advisors manage?
Keller Wealth Advisors reports $923.1M across 1,328 accounts in assets under management.
How do I contact Thomas Keller?
Through Thomas's website, kellerwealthadvisors.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 Wealth 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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