Keller Wealth Advisors
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$879,519,483
Clients
543
Advisors
7
of 10 employees
About
Keller Wealth Advisors provides wealth management, investment advisory, and financial planning services to individuals (including high net worth clients), trusts and estates, corporations, pension and profit-sharing plans, and charitable organizations. The firm offers both integrated wealth management and stand‑alone personal financial planning engagements, as well as advanced estate‑planning work billed under separate engagements.
The firm generally takes a long‑term, asset‑allocation driven approach, employing passive and active asset‑class mutual funds, direct fixed‑income holdings, annuities, and regular portfolio rebalancing to align portfolios with clients’ goals and risk tolerances. Reviews and client reporting are handled by CERTIFIED FINANCIAL PLANNER professionals on staff, with written portfolio reports delivered quarterly and ongoing monitoring of discretionary accounts.
Distinctive features disclosed in the brochure include an affiliation with Keller & Associates CPAs, through which clients may obtain tax and accounting services under separate engagement (the firm discloses and addresses this conflict of interest). The firm also discloses the use of a third‑party broker‑dealer for fixed‑income executions (SPFG/Arkadios), participates in custodial‑sponsored educational conferences and events, and documents that it may employ less common strategies for team firms — such as providing periodic written communications to clients and the potential use of derivatives or borrowing within separately managed accounts — subject to client agreements and separate disclosures.
Client services
Expertise
Fee options
$0 - $1,000,000: 0.80% $1,000,000 - $3,000,000: 0.60% $3,000,000 - $5,000,000: 0.40% $5,000,000 - $10,000,000: 0.20% $10,000,000+: 0.15%
Advanced Estate Planning hourly fees range from $100 to $350 per hour depending on complexity, with a minimum fee of $2,500
Account minimum: $500,000 Minimum fee: Standard Minimum Annual Fee: $4,000; Reduced Minimum Annual Fee: $2,000 for clients under age 45; Non-profit organizations are exempt from minimum fees Fee-only: Fee-Only advisory firm; no commissions received by Keller Wealth Advisors for investment advisory services.
Main office
101 South Main St. Suite 300
Victoria TX 77901-8142
Advisors at this office
7
Most active in
Colorado · Florida · Texas
Also doing business as
Keller & Associates Cpas · Keller Thomas Lane · Keller Wealth Advisors · Kmh Wealth Management, LLC
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
Hannah G
CFP®, Series 63, Series 66
Victoria, TX
Keller Wealth Advisors
Hannah Gohmert is a CFP® professional with 10 years of experience in financial advising, currently serving at Keller Wealth Advisors since 2016. She holds Series 63 and Series 66 licenses. Keller Wealth Advisors provides wealth management, investment advisory, and financial planning services to individuals, trusts, estates, corporations, pension plans, and charitable organizations. The firm employs a long-term, asset-allocation driven investment approach, using both passive and active funds, fixed-income holdings, and portfolio rebalancing to align with clients’ goals and risk tolerances.
Christopher L
CFP®
Victoria, TX
Keller Wealth Advisors
Christopher Laughhunn is a CFP® professional with five years of experience at Keller Wealth Advisors. He has worked with Keller Wealth Advisors since 2021 and is also associated with Keller & Associates CPAs, PLLC, where he has been involved since 2013. Keller Wealth Advisors provides wealth management, investment advisory, and financial planning services to individuals, trusts, estates, corporations, pension and profit-sharing plans, and charitable organizations. The firm employs a long-term, asset-allocation driven approach utilizing both passive and active investments, with services supported by CERTIFIED FINANCIAL PLANNER professionals who deliver quarterly portfolio reports and ongoing account monitoring.
Thomas K
CFP®, PFS™, Series 63
Victoria, TX
Keller Wealth Advisors
Thomas Keller is a CERTIFIED FINANCIAL PLANNER™ professional with over 20 years of experience in wealth management and financial planning. He currently serves at Keller Wealth Advisors and Keller & Associates CPAs, PLLC. Prior to these roles, he worked at KMH Wealth Management, LLC for 14 years. Keller Wealth Advisors provides wealth management, investment advisory, and financial planning services to individuals, trusts, estates, corporations, pension plans, and charitable organizations. The firm employs a long-term, asset-allocation driven approach using a blend of passive and active investments, with portfolio monitoring and reporting managed by CFP® professionals.
David F
CFP®, CFA®, Series 65
Victoria, TX
Keller Wealth Advisors
David Faskas is a financial advisor at Keller Wealth Advisors with 13 years of industry experience. He holds the CFP®, CFA®, and Series 65 designations and has been with KMH Wealth Management, LLC since 2012. Keller Wealth Advisors serves individuals, trusts, estates, corporations, pension plans, and charitable organizations, offering wealth management and financial planning services. The firm employs a long-term, asset-allocation driven approach using both passive and active investments, with client reporting handled by CERTIFIED FINANCIAL PLANNER professionals.
Sarah N
Series 65
Victoria, TX
Keller Wealth Advisors
Sarah Nix is a financial advisor at Keller Wealth Advisors in Victoria, TX, with four years of industry experience. She holds a Series 65 designation and has previously worked at KMH Wealth Management, Texas A&M University, and South Star Wealth Management. Keller Wealth Advisors offers wealth management, investment advisory, and financial planning services to individual clients, trusts, estates, corporations, pension and profit-sharing plans, and charitable organizations. The firm follows a long-term, asset-allocation driven approach using both passive and active investment strategies, with portfolio management overseen by CERTIFIED FINANCIAL PLANNER professionals.
Kyle N
CFP®, Series 65
Victoria, TX
Keller Wealth Advisors
Kyle Noack is a CFP® professional with 14 years of experience in financial planning and wealth management. He is affiliated with Keller Wealth Advisors and Keller & Associates CPAs, Pllc, and has held roles at KMH Wealth Management, LLC and the Texas A&M University Financial Planning Department. Keller Wealth Advisors serves individuals, trusts and estates, corporations, pension and profit-sharing plans, and charitable organizations. The firm employs a long-term, asset-allocation driven investment approach, combining passive and active strategies, and offers both integrated wealth management and stand-alone financial planning services.
Beth K
CFP®, Series 65
Victoria, TX
Keller Wealth Advisors
Beth Koonce is a CFP® professional with 10 years of industry experience, currently serving at Keller Wealth Advisors in Victoria, TX. She has been with KMH Wealth Management, LLC since 2016. Keller Wealth Advisors provides wealth management, investment advisory, and financial planning services to individuals, trusts and estates, corporations, pension and profit-sharing plans, and charitable organizations. The firm uses a long-term, asset-allocation driven approach that incorporates both passive and active funds, fixed-income holdings, and regular portfolio rebalancing to align with clients’ goals and risk tolerances.
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