Keller Wealth Management LLC

Keller Wealth Management provides discretionary and non‑discretionary asset management, financial planning, and retirement plan consulting to individuals, high‑net‑worth clients, trusts, estates, charitable organizations, and business entities. The firm reports about $5.53 million in assets under management across its client relationships and charges fees primarily on a percentage‑of‑AUM basis.

The firm tailors investment programs to each client’s goals, time horizon and risk tolerance, using fundamental and cyclical analysis and employing strategies that range from long‑term holdings to shorter‑term trading and option writing where appropriate. Client objectives and any investment restrictions are documented in client files, accounts are reviewed at least quarterly, and clients may elect discretionary or non‑discretionary authority.

Compared with many solo independent advisers, Keller Wealth Management places notable emphasis on ERISA plan work, offering both limited‑scope 3(21) fiduciary services and full discretionary 3(38) investment manager arrangements with IPS development, ongoing monitoring, and plan‑specific disclosures. The firm’s principal also maintains outside full‑time employment and a licensed insurance practice (the brochure discloses the insurance activity consumes under 5% of his time and outside employment occupies approximately 80% of his time), disclosures the firm cites as potential sources of additional compensation and conflicts that are mitigated and disclosed to clients.