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 is an SEC-registered, fee-only wealth management firm that serves individuals, high net worth clients, corporations, pension and profit-sharing plans, and charitable organizations. The firm provides discretionary portfolio management and comprehensive financial planning, and manages roughly $923 million in client assets through a nine-advisor team.
The firm follows a long-term, asset-allocation approach grounded in Modern Portfolio Theory, typically employing passive and active asset-class mutual funds, direct fixed income and annuities, with regular rebalancing and client-specific adjustments for life stage, tax situation and risk tolerance. Client accounts are continuously monitored and reviewed by portfolio managers and associate advisors; each reviewer who performs client reviews is a CERTIFIED FINANCIAL PLANNER professional, and Keller operates as a fiduciary on a percentage-of-AUM basis.
Distinctive features in the brochure include an explicit affiliation with Keller & Associates CPAs, PLLC — several principals are CPAs who provide tax and accounting services to clients under separate engagements and the firm’s history as a CPA practice — which can support integrated tax and planning work. Keller also maintains a standardized program focused on early-career investors and uses institutional brokerage relationships (including Charles Schwab for custody and Oppenheimer for certain bond trades) that provide access to custodial, trading and educational resources.
Client services
Expertise
Demographic focus
Fee options
XY Now Plan: $500 sign-up fee plus $50/month, paid quarterly ($150 deducted at start of each quarter)
$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: $100 to $350 per hour, minimum $2,500
Account minimum: $1,000,000 Minimum fee: Minimum annual fee: $4,000 (non-profit organizations exempt) Fee-only: Fee-Only advisory firm; no commissions received
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 CERTIFIED FINANCIAL PLANNER® professional with 10 years of industry experience, currently serving as an advisor at Keller Wealth Advisors since 2016. She holds Series 63 and Series 66 licenses and is based in Victoria, Texas. Keller Wealth Advisors is a fee-only, SEC-registered wealth management firm that serves individuals, high-net-worth clients, corporations, pension and profit-sharing plans, and charitable organizations. The firm employs a long-term, asset-allocation strategy incorporating both passive and active investment vehicles, with integrated tax and planning support from affiliated CPA principals.
Christopher L
CFP®
Victoria, TX
Keller Wealth Advisors
Christopher Laughhunn is a CFP® professional at Keller Wealth Advisors with four years of industry experience. He has been with Keller Wealth Advisors since 2021 and also works with KELLER & ASSOCIATES CPAs, PLLC. Keller Wealth Advisors serves individuals, high-net-worth clients, trusts and estates, corporations, retirement plans, and charitable organizations, managing approximately $825 million for about 525 clients. The firm employs a long-term, asset-allocation oriented investment approach that integrates tax, estate, and cash-flow considerations, and provides comprehensive financial planning through a nine-advisor team.
Thomas K
CFP®, PFS™, Series 63
Victoria, TX
Keller Wealth Advisors
Thomas Keller is a CFP® and PFS™ credentialed financial advisor with 19 years of industry experience. He currently works at Keller Wealth Advisors and Keller & Associates CPAs, PLLC, having also held positions at KMH Wealth Management, LLC. Keller Wealth Advisors serves individuals, high-net-worth clients, trusts and estates, corporations, retirement plans, and charitable organizations. The firm employs a long-term, asset-allocation oriented approach combining passive and active strategies, integrates tax and estate considerations into its investment process, and provides comprehensive financial planning through a nine-advisor team.
David F
CFP®, CFA®, Series 65
Victoria, TX
Keller Wealth Advisors
David Faskas is a CFP®, CFA®, and holds a Series 65 license, with 13 years of industry experience. He has worked at KMH Wealth Management, LLC since 2012. Keller Wealth Advisors is a nine-advisor team managing approximately $825 million for around 525 clients, including individuals, high-net-worth clients, trusts and estates, corporations, retirement plans, and charitable organizations. The firm employs a long-term, asset-allocation oriented approach combining passive and active strategies, integrating tax, estate, and cash-flow considerations, and provides comprehensive financial planning through CFP professionals.
Sarah N
Series 65
Victoria, TX
Keller Wealth Advisors
Sarah Nix is a financial advisor at Keller Wealth Advisors in Victoria, TX, holding a Series 65 credential with three years of industry experience. Her prior roles include positions at KMH Wealth Management, LLC, South Star Wealth Management, and various engagements with Texas A&M University. Keller Wealth Advisors serves individuals, high-net-worth clients, trusts and estates, corporations, retirement plans, and charitable organizations, managing approximately $825 million across about 525 clients. The firm employs a long-term, asset-allocation oriented approach that combines passive and active strategies, integrates tax, estate, and cash-flow considerations, and provides comprehensive financial planning through a nine-advisor team.
Kyle N
CFP®, Series 65
Victoria, TX
Keller Wealth Advisors
Kyle Noack is a CFP® professional with 13 years of experience in financial planning and wealth management. He has worked with Keller & Associates CPAs, PLLC, and KMH Wealth Management, LLC, and spent five years with the Financial Planning Department at Texas A&M University. He currently serves as an advisor at Keller Wealth Advisors in Victoria, TX. Keller Wealth Advisors manages approximately $825 million for about 525 clients through a nine-advisor team. The firm serves individuals, high-net-worth clients, trusts and estates, corporations, retirement plans, and charitable organizations using a long-term, asset-allocation approach that combines passive and active strategies while integrating tax, estate, and cash-flow considerations.
Beth K
CFP®, Series 65
Victoria, TX
Keller Wealth Advisors
Beth Koonce is a CFP® professional with nine years of industry experience, currently serving as an advisor at Keller Wealth Advisors. She has worked with KMH Wealth Management, LLC since 2016. Keller Wealth Advisors is a nine-advisor team managing approximately $825 million for around 525 clients, including individuals, high-net-worth clients, trusts, estates, corporations, retirement plans, and charitable organizations. The firm employs a long-term, asset-allocation oriented approach combining passive and active strategies, integrating tax, estate, and cash-flow considerations into its investment process.
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