KEB Wealth Advisors
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$1,243,453,519
Clients
662
Advisors
14
across 3 offices
About
KEB Wealth Advisors is a multi-advisor investment advisory firm that manages roughly $1.27 billion for about 662 clients with a 13-advisor team. It provides investment management, financial planning, and employee benefit/retirement plan services to individuals (including high-net-worth clients), trusts, corporations, not-for-profits and retirement plans.
The firm follows an evidence-based, long-term approach grounded in Modern Portfolio Theory, using written investment policy statements, Monte Carlo analysis, and generally low‑turnover allocations implemented with no‑load mutual funds, ETFs, DFA strategies, and conservative fixed-income managed accounts. KEB also uses third‑party managers in practice—primarily Focus Partners AdvisorSolutions as a TPMM and, in certain circumstances, AQR as an independent manager—and may employ less-liquid vehicles such as interval funds when suitable for a client’s objectives and liquidity profile.
A distinctive feature is KEB’s ownership and control relationship with Kerber, Eck & Braeckel LLP, an affiliated accounting firm whose partners are also members of KEB; the firms refer clients to one another and accounting personnel may receive compensation for referrals, a relationship KEB discloses and treats as separate, distinct services. The affiliation leads to closer coordination on tax, estate and business-sale planning and the firm’s retirement-plan work often integrates outsourced 3(38) fiduciary providers, reflecting a level of cross-disciplinary service coordination that is less common among peers.
Client services
Expertise
Fee options
$0 - $2,000,000: 0.90% $2,000,001 - $5,000,000: 0.50% $5,000,001 - $10,000,000: 0.40% $10,000,001 - $20,000,000: 0.30% $20,000,001+: 0.20%
$250 to $400 per hour, depending on complexity and mutual agreement
Account minimum: $500,000 Minimum fee: Minimum annual fee of $4,500, billed monthly ($375/month for accounts under $500,000)
Main office
See office3200 Robbins Road, Suite 200 A
Springfield IL 62704
Advisors at this office
12
Offices (3)
Most active in
Arizona · California · Florida · Illinois · Indiana · Kansas · Louisiana · Michigan · Minnesota · Missouri · Nebraska · North Carolina · Puerto Rico · South Carolina · Texas · Wisconsin
Also doing business as
Keb Asset Management, LLC · Keb Wealth Advisors
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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Advisors at this firm
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