Firm
Keller Wealth Advisors
Victoria, Texas
Fee-only
Facts
| Based in | Victoria, Texas |
|---|---|
| Website | kellerwealthadvisors.com |
| [email protected] | |
| Phone | (361) 573-4383 |
Keller Wealth Advisors fees
What the firm's own website says it charges, checked October 30, 2026. We keep a price only when the exact words stating it appear on the page.
| Asset-based fee | 0.8% a year on the first tier of assets |
|---|---|
| How it charges | Percentage of assets |
In the firm's words
"Our tiered fee schedule begins at 0.8% on the first $1,000,000 of assets" source
"$500,000 or greater of investable assets*" source
"The fee you will pay for investment advisory services is based on a percentage of assets under management." source
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Fixed fees |
|---|---|
| Assets managed | $923 million |
| Individual clients | 392 |
| Financial planning | Offered |
| Form ADV filed | March 15, 2026 |
| SEC record | CRD 111610 |