KELLER WEALTH ADVISORS

101 South Main St. Suite 300
Victoria, Texas 77901-8142
Tel: 361-573-4383

About KELLER WEALTH ADVISORS

KELLER WEALTH ADVISORS, formally registered with the SEC as KELLER WEALTH ADVISORS. The firm was established in 02/06/1998. They have over 1 offices throughout the country.

KELLER WEALTH ADVISORS is a Victoria, Texas based Financial Planning firm with nearly $703,894,012 assets under management, offering retirement planning & investment advisory services to 1246 clients. The firm is staffed with 12 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	111610
SEC#	801-55234
Assets Managed by Firm	$703,894,012
No. of Clients	1246
No. of Advisors	12

Fee Structure

A percentage of AUM
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Publication of periodicals and newsletters
Education seminars/workshops

Firm Client Information

	No. of Clients	AUM
Firm Total	1246	$703,894,012
Individuals (other than high net worth individuals)	373	$107,130,535
High net worth individuals	131	$577,021,672
Pension and profit sharing plans	5	$5,899,139
Charitable organizations	5	$13,842,666

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