Keller Wealth Advisors logo

Keller Wealth Advisors

Updated today

Client assets under management

$879,519,483

Clients

543

28% high-net-worth

Advisors

8

of 10 employees

Firm type

Team

5-30 advisors or >$500M in AUM

Clients per advisor

68

Typical

Average account size

$1,619,741

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

Financial planning Portfolio management Pension consulting Newsletters or periodicals Educational seminars or workshops

Expertise

Charitable giving & philanthropy Annuities Cash flow / budgeting

Demographic focus

HENRY (High Earners, Not Rich Yet) Mid-Career Professionals

Want help finding the right advisor?

Answer a few questions to see advisors matched to you.

Fee options

Fixed

XY Now Plan: $500 sign-up fee plus $50/month, paid quarterly ($150 deducted at start of each quarter)

Percentage

$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%

Project-based

Advanced Estate Planning: $100 to $350 per hour, minimum $2,500

Other

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 location

Keller Wealth Advisors

101 South Main St. Suite 300

Victoria TX 77901-8142, United States

Number of offices

1

Most active in

Colorado · Florida · Texas

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Hannah G

CFP®, Series 63, Series 66

Victoria, TX

Keller Wealth Advisors

Hannah Gohmert is a CFP® 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, TX. Keller Wealth Advisors manages approximately $825 million for a diverse client base including individuals, trusts, corporations, retirement plans, and charitable organizations. The firm employs a long-term, asset-allocation approach combining passive and active strategies, integrating tax, estate, and cash-flow considerations into its investment process.

Charitable giving & philanthropy Annuities Cash flow / budgeting HENRY (High Earners, Not Rich Yet) Mid-Career Professionals
user avatar

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.

Charitable giving & philanthropy Annuities Cash flow / budgeting HENRY (High Earners, Not Rich Yet) Mid-Career Professionals
user avatar

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.

Charitable giving & philanthropy Annuities Cash flow / budgeting HENRY (High Earners, Not Rich Yet) Mid-Career Professionals
user avatar

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.

Charitable giving & philanthropy Annuities Cash flow / budgeting HENRY (High Earners, Not Rich Yet) Mid-Career Professionals
user avatar

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.

Charitable giving & philanthropy Annuities Cash flow / budgeting HENRY (High Earners, Not Rich Yet) Mid-Career Professionals
user avatar

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.

Charitable giving & philanthropy Annuities Cash flow / budgeting HENRY (High Earners, Not Rich Yet) Mid-Career Professionals
user avatar

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.

Charitable giving & philanthropy Annuities Cash flow / budgeting HENRY (High Earners, Not Rich Yet) Mid-Career Professionals
user avatar

Kelly V

Series 65

Victoria, TX

Keller Wealth Advisors

Kelly Villafranca is a financial advisor at Keller Wealth Advisors in Victoria, TX, holding a Series 65 credential with one year of industry experience. She has previously worked at KMH Wealth Management, Ameriprise, and Edward Jones. Keller Wealth Advisors is a nine-advisor team managing approximately $825 million for individuals, high-net-worth clients, trusts, estates, corporations, retirement plans, and charitable organizations. The firm employs a long-term, asset-allocation approach combining passive and active strategies, integrates tax, estate, and cash-flow considerations, and provides comprehensive financial planning through CFP professionals.

Charitable giving & philanthropy Annuities Cash flow / budgeting HENRY (High Earners, Not Rich Yet) Mid-Career Professionals
Warmer team member

Not sure where to start?

We'll help you think it through — whether you ultimately need an advisor or not.

Warmer helps you compare advisors clearly — so you can choose with confidence.

Find your advisor
Discover

Compare top advisor firms by metric, firm size, and location.

Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.

By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")