William Kellar
Human Investing · Lake Oswego, Oregon
William Kellar is a fee-only financial advisor at Human Investing in Lake Oswego, Oregon, who holds the CFP credential. William charges a percentage of assets (1.25% a year on the first tier of assets managed and no asset minimum) and focuses on tax planning.
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Specialties
Who they serve
- Executives
Facts
| Firm | Human Investing |
|---|---|
| Based in | Lake Oswego, Oregon |
| Fee model | Percentage of assets |
| Fees (firm's website) | 1.25% a year on the first tier of assets managed · No asset minimum |
| Accepting new clients | Yes |
| Assets under management | $2.22B across 3,382 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in OR, TX · CRD 6598621 |
| Exams passed | Series 65 (2016) |
| Firm size | 28 employees |
| Disclosures | None reported |
| Website | www.humaninvesting.com |
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Questions about William
Is William Kellar a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: William holds no broker registration, and Human Investing reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does William charge for financial advice?
William charges a percentage of assets.
How much does William charge?
According to Human Investing's website, checked October 30, 2026: 1.25% a year on the first tier of assets managed; no asset minimum.
Where is William Kellar based?
William Kellar is based in Lake Oswego, Oregon.
What does William specialize in?
William's specialties include tax planning. William works with executives.
What credentials does William Kellar hold?
William Kellar holds the CFP credential.
Is William Kellar registered with the SEC?
Yes. William Kellar is registered as an investment adviser representative in OR and TX (CRD 6598621), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Human Investing manage?
Human Investing reports $2.22B across 3,382 accounts in assets under management.
How do I contact William Kellar?
Through William's website, www.humaninvesting.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
- Human Investing 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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