Firm
Keller Wealth Management
Morristown, New Jersey
Fee-only
Keller Wealth Management at a glance
- One of 217 fee-only firms based in New Jersey in the Wellspent graph.
- 1 advisor is listed here.
- Its Form ADV reports 1 employee and 56 individual clients.
- Its average account is about $65,000 (assets it manages divided by its 85 accounts).
Fee-only advisors in New Jersey · What fee-only advisors charge in New Jersey
Facts
| Based in | Morristown, New Jersey |
|---|---|
| Website | kellerwealthmanagement.com |
| Phone | (201) 787-9487 |
Keller Wealth Management fees
Keller Wealth Management doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.
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 · Hourly |
|---|---|
| Assets managed | $6 million |
| Individual clients | 56 |
| Accounts managed | 85 |
| Employees | 1 |
| Planning clients | 26-50 |
| Financial planning | Offered |
| Form ADV filed | June 2, 2026 |
| SEC record | CRD 311986 |