Keller Financial Group fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 25, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$250⁠-⁠$500/hr

“The notice of termination requirement and payment of fees are disclosed in AssetMark’s Form ADV. 5 Pension Consulting Services Fees Hourly Fees The hourly fee for these services is between $250 and $500.”

Flat or project fee

$300⁠-⁠$30,000

“The negotiated fixed rate for creating client financial plans is between $300 and $30,000.”

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

How Keller Financial Group bills

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

• “These fees are generally negotiable and the final fee schedule will be memorialized in the client’s advisory agreement.”
• “Clients may terminate the agreement without penalty for a full refund of KFG's fees within five business days of signing the Investment Advisory Contract.”
• “Clients may terminate the agreement without penalty, for full refund of KFG’s fees, within five business days of signing the Financial Planning Agreement.”

How Keller Financial Group’s fees compare

• Its hourly rate of $250-$500 is above the Pennsylvania median of $250. 80% of the 267 other Pennsylvania planners that publish an hourly rate charge less.
• 2 of the 2 other planners in Camp Hill that publish an hourly rate charge less.
• Its flat or project fee of $300-$30,000 spans the Pennsylvania median of $3,650. 90% of the 232 other Pennsylvania planners that publish a flat or project fee charge less.

About Keller Financial Group

• Firm size: 2 employees.
• Registered as an adviser: 2023 (3 years).

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1.5% a year

Clients

84

Employees

2

Works with

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

Services reported to regulators

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

Assets managed

$135,325,616

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

328195

Website

linkedin.com/company/keller-financial-group (opens in new tab)

Phone

(717) 516-0700

Can advise clients in 2 states: Arizona, Pennsylvania

Other planners in Camp Hill that publish fees

• Invariant Investment ManagementCamp Hill$125⁠-⁠$250/mo
• Mercantile Advisors, LLCCamp Hill$75⁠-⁠$150/hr, $250⁠-⁠$2,500
• River Wealth Advisors LLCCamp Hill$150⁠-⁠$300/hr
• 100 Plus PlanningCenter Valley$1,000⁠-⁠$6,000
• 10TH Street CapitalPhiladelphia$300/hr, $3,000⁠-⁠$20,000
• 2ND Story Wealth PlannersPlymouth Meeting$400/hr, $3,000⁠-⁠$6,000

Compare all 6 planners in Camp Hill