Keller Wealth Advisors fees and pricing

Financial planner in Victoria, Texas. Registered with the SEC.

According to its Form ADV Part 2A brochure dated March 15, 2026, Keller Wealth Advisors charges $100⁠-⁠$350 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 15, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate: $100⁠-⁠$350/hr; “The fee for Advanced Estate Planning is charged at our hourly rate of $100 to $350 per hour, depending on the complexity of the estate, with a minimum fee of $2,500, billed separately and not deducted from client accounts.”

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

“The annual fees for investment advisory services are typically calculated and paid, in advance, on a quarterly basis, based on the fair market value of assets under management as determined at the end of the last business day of the previous quarter.”
“Clients may elect to either have the fees deducted from their accounts or be invoiced for such fees.”
“Advisory fees are generally negotiable, at the discretion of Keller Wealth Advisors.”

Its hourly rate of $100-$350 spans the Texas median of $275. 24% of the 468 other Texas planners that publish an hourly rate charge less.
1 of the 2 other planners in Victoria that publish an hourly rate charge less.

How the firm is paid: Fixed or flat fees, percentage of assets under management
Charges a % of assets: Yes
Highest asset based fee in brochure: 0.8% a year
Minimum: $2,500 minimum fee (stated in brochure)
Clients: 543
Employees: 10
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, newsletters and publications, and educational seminars and workshops
Assets managed: $923,057,391
Registered with: U.S. Securities and Exchange Commission
Disciplinary disclosures: None reported
SEC CRD number: 111610
Website: linkedin.com/company/kellerwealthadvisors (opens in new tab)
Phone: (361) 573-4383

Can advise clients in 3 states: Colorado, Florida, Texas

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