Keller Financial Group
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$132,277,377
Clients
84
Advisors
2
of 2 employees
About
Keller Financial Group provides portfolio management, financial planning, and pension consulting to individuals, high‑net‑worth clients, pension/profit‑sharing plans, and charitable organizations. The firm is also an accounting practice and routinely offers tax and accounting services alongside investment advice, a combination that is uncommon among similarly supported advisory firms.
KFG documents client objectives in an Investment Policy Statement and, where authorized, manages accounts on a discretionary basis using fundamental analysis and a long‑term trading orientation. The firm uses a sub‑advisory platform (AssetMark) to access third‑party managers and research while retaining responsibility for determining client suitability and manager selection.
Distinctive features include its integration of accounting services with investment advice and its relatively small, two‑advisor team managing approximately $135 million for 84 clients, a mix that may affect the nature of client service and oversight. KFG discloses potential conflicts from its accounting activities and related entities, requires clients to use designated custodians, and does not aggregate trades across client accounts — operational practices that differ from many peers.
Client services
Expertise
Fee options
Financial Planning: One-time fixed fees between $300 and $30,000
$0 - $500,000: 1.50% $500,001 - $1,000,000: 1.38% $1,000,001 - $2,000,000: 1.25% $2,000,001 - $3,000,000: 1.11% $3,000,001 - $5,000,000: 1.00% $5,000,001 - $10,000,000: 0.89% $10,000,001 - AND UP: 0.56%
Between $250 and $500 per hour for Pension Consulting and Financial Planning services
Ongoing Financial Planning: Monthly fixed fees between $100 and $700
Main office
3815 Market Street
Camp Hill PA 17011
Advisors at this office
2
Most active in
Arizona · Pennsylvania
Also doing business as
Keller Financial Group · Keller Financial Group, Inc.
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.
Quick links
Advisors at this firm
Drew K
Series 65
Camp Hill, PA
Keller Financial Group
Drew Keller is a financial advisor at Keller Financial Group with a Series 65 credential and one year of industry experience. Prior to joining Keller Financial Group, he held roles at Harvard Business School and McKinsey & Company. Keller Financial Group provides portfolio management, financial planning, and pension consulting services to individuals, high-net-worth clients, pension and profit-sharing plans, and charitable organizations. The firm combines investment advice with accounting and tax services, managing client accounts on a discretionary basis using fundamental analysis and a long-term trading orientation.
Dwayne K
Series 63, Series 66
Camp Hill, PA
Keller Financial Group
Dwayne Keller is a financial advisor at Keller Financial Group with 26 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at LPL Financial and INVEST Financial Corporation. Outside of advisory work, he serves as a board member for AAA of Central Penn and holds officer roles in several non-investment related businesses. Keller Financial Group provides portfolio management, financial planning, and pension consulting to individuals, high-net-worth clients, pension and profit-sharing plans, and charitable organizations. The firm integrates accounting and tax services with investment advice and manages client accounts using a sub-advisory platform while emphasizing fundamental analysis and long-term trading strategies.
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