# William Keller

> William Keller is a fee-only financial advisor at Keller Wealth Management in Morristown, New Jersey. William focuses on retirement planning, estate & legacy planning and tax planning. Keller Wealth Management reports charging a percentage of assets and hourly fees on its Form ADV.

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

## Facts

- **Firm:** Keller Wealth Management
- **Based in:** Morristown, New Jersey
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly
- **Works virtually:** Yes (firm's website)
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $5.5M across 85 accounts
- **Specialties:** Retirement planning, Estate & legacy planning, Tax planning, Small business owners
- **CRD:** 6085562 (https://adviserinfo.sec.gov/individual/summary/6085562)
- **SEC registration:** Investment adviser representative in NJ
- **Exams passed:** Series 65 (2020)
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** http://www.kellerwealthmanagement.com

## Frequently asked questions

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

Yes, according to SEC records as of October 29, 2026: William holds no broker registration, and Keller Wealth Management 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's firm, Keller Wealth Management, reports charging a percentage of assets and hourly fees on its SEC Form ADV.

### Does William work with clients virtually?

Yes. Keller Wealth Management says on its website that it works with clients remotely.

### Where is William Keller based?

William Keller is based in Morristown, New Jersey.

### What does William specialize in?

William's specialties include retirement planning, estate & legacy planning, tax planning and small business owners.

### Is William Keller registered with the SEC?

Yes. William Keller is registered as an investment adviser representative in NJ (CRD 6085562), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Keller Wealth Management manage?

Keller Wealth Management reports $5.5M across 85 accounts in assets under management.

### How do I contact William Keller?

Through William's website, www.kellerwealthmanagement.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/6085562): 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://www.kellerwealthmanagement.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.