William Keller
Keller Wealth Management · Morristown, New Jersey
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.
Request an introduction to William →
Specialties
Facts
| Firm | Keller Wealth Management |
|---|---|
| Based in | Morristown, New Jersey |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Works virtually | Yes |
| Accepting new clients | Yes |
| Assets under management | $5.5M across 85 accounts |
| SEC registration | Investment adviser representative in NJ · CRD 6085562 |
| Exams passed | Series 65 (2020) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.kellerwealthmanagement.com |
How William's firm compares
- Keller Wealth Management's average account is about $65,000, from its Form ADV (assets managed divided by 85 accounts).
Request an introduction to William
Tell William a little about what you're looking for. William isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about William
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Morristown
Other advisors in New Jersey who focus on retirement planning
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 Management 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.
See something wrong? Request a correction. Read our methodology.