Keller Wealth Management LLC fees and pricing

Financial planner in Morristown, New Jersey. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated June 2, 2026, Keller Wealth Management LLC charges $200 an hour for financial planning.

Published fees

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

Hourly rate: $200/hr; “-6- HOURLY FEES Financial Planning Services are offered based on an hourly fee of $200 per hour.”

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

“Fees are billed monthly in arrears based on the amount of assets managed as of the close of business on the last business day of the previous month.”
“For accounts opened or closed midbilling period, fees will be prorated based on the days services are provided during the given period.”
“The annual fee is negotiable and will be charged as a percentage of the Included Assets.”

Its hourly rate of $200 is below the New Jersey median of $300. 11% of the 174 other New Jersey planners that publish an hourly rate charge less.

Principal: William Keller
Solo practice: one person runs the firm, so you work directly with the planner.
Founded: 2020 (6 years).

How the firm is paid: Hourly fees, percentage of assets under management
Charges a % of assets: Yes
Highest asset based fee in brochure: 1.5% a year
Clients: 56
Employees: 1
Works with: Individuals
Services reported to regulators: Financial planning, portfolio management for individuals and small businesses, and pension consulting
Assets managed: $5,533,173
Registered with: State securities regulators
Disciplinary disclosures: None reported
SEC CRD number: 311986
Website: kellerwealthmanagement.com (opens in new tab)
Phone: (201) 787-9487

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