Firm
Keudell Morrison Wealth Management
Salem, Oregon
Fee-only
Keudell Morrison Wealth Management at a glance
- One of 191 fee-only firms based in Oregon in the Wellspent graph.
- 8 advisors are listed here; 3 of 8 hold the CFP.
- Its Form ADV reports 11 employees and 766 individual clients, 178 of them high net worth.
- Its average account is about $442,000 (assets it manages divided by its 2,083 accounts).
Fee-only advisors in Oregon · What fee-only advisors charge in Oregon
Facts
| Based in | Salem, Oregon |
|---|---|
| Website | keudellmorrisonwm.com |
| Phone | (971) 209-4500 |
Keudell Morrison Wealth Management fees
Keudell Morrison 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 · Fixed fees |
|---|---|
| Assets managed | $922 million |
| Individual clients | 588 |
| High-net-worth clients | 178 |
| Accounts managed | 2,083 |
| Employees | 11 |
| Planning clients | More than 500 |
| Registered with | The SEC (801-112770) |
| Financial planning | Offered |
| Form ADV filed | July 8, 2026 |
| SEC record | CRD 292600 |