Keb Wealth Advisors fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed January 29, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$250⁠-⁠$400/hr

“Financial planning fees will be charged on an hourly basis ranging from $250 to $400 per hour, depending on the nature and complexity of each client’s circumstances and upon mutual agreement with the client.”

Monthly fee

$375/mo

“For relationships under $500,000, this equates to a monthly fee of $375.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Keb Wealth Advisors bills

Payment and refund terms, quoted from the fee section of the brochure.

• “New accounts are charged a prorated fee for the remainder of the quarter in which the account is incepted (date of first trade).”

How Keb Wealth Advisors’ fees compare

• Its hourly rate of $250-$400 spans the Illinois median of $273. 67% of the 215 other Illinois planners that publish an hourly rate charge less.
• 3 of the 3 other planners in Springfield that publish an hourly rate charge less.

About Keb Wealth Advisors

• Firm size: 17 employees.
• Registered as an adviser: 2004 (22 years).

Planning areas mentioned in the brochure

• Retirement planning
• Tax planning
• Estate planning
• Insurance analysis
• Cash flow and budgeting

Firm details from Form ADV

How the firm is paid

Hourly fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

0.9% a year

Clients

662

Employees

17

Works with

Individuals, high net worth individuals, pension and profit sharing plans, charities, and businesses

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, pension consulting, and selecting other advisers

Assets managed

$1,274,488,757

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

117935

Website

kebcpa.com/services/wealth-management (opens in new tab)

Phone

(217) 789-0960

Can advise clients in 15 states: Arizona, California, Florida, Illinois, Indiana, Kansas, Louisiana, Michigan, Minnesota, Missouri, North Carolina, Nebraska, South Carolina, Texas, Wisconsin

Other planners in Springfield that publish fees

• Evergreen WealthSpringfield$300/hr, $1,000⁠-⁠$7,000
• Michael J. Schussele, CPASpringfield$100/hr
• Skinner, Copper & Ehmen Wealth Management, LLCSpringfield$300/hr, $750⁠-⁠$10,000
• 15 Wealth Advisors LLCMundelein$250⁠-⁠$10,000/yr
• 1ST Advantage Financial Advisers, LLCLombard$200/hr
• Alo Financial PlanningMount Prospect$3,000

Compare all 6 planners in Springfield