A complete list of active advisors currently associated with Wealth Keepers

Warmer can help you find a great advisor at Wealth Keepers or one who fits your needs even better.

Wealth Keepers serves individual investors as well as trusts, estates, charitable organizations, foundations and small businesses, and may work with retirement plan sponsors. The firm provides financial planning, investment consultation and investment management services and conducts educational workshops for groups on an as‑announced basis. The firm’s investment approach emphasizes long‑term asset allocation and fundamental analysis, constructing model portfolios around Modern Portfolio Theory with cost‑efficient index funds and ETFs while offering customized portfolios for larger accounts. Investment management is delivered primarily on a non‑discretionary basis, and the firm may engage third‑party managers for model strategies and assist clients in preparing investment policy statements and periodic rebalancing. Distinctive aspects of the practice include licensed activity beyond typical adviser services — the principal is licensed to sell insurance and real estate and manages mineral interests — so recommendations can encompass insurance and property-related solutions alongside securities advice. Wealth Keepers also notes the possibility of commission-based insurance sales and fee offsets in connection with insurance transactions, and provides occasional pension‑plan consulting and charitable foundation management, services that are less common among small independent advisory firms.

To learn more about the advisors currently working at Wealth Keepers, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.

Name	Location	Years of experience
Carl Bonn II	Johnson City, TX	22

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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. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

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