Keb Wealth Advisors

Keb Wealth Advisors is a fee-only investment adviser registered with the U.S. Securities and Exchange Commission, with its main office in Springfield, Illinois. On its latest Form ADV, filed January 29, 2026, it reports $1.3B in regulatory assets under management, 662 individual clients and 13 employees who give investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.

Key facts from Form ADV

Registration	SEC-registered
Firm CRD number	117935 · SEC file 801-62965
Office	3200 Robbins Road Suite 200A Springfield, IL 62704
Phone	(217) 789-0960
Website	www.kebcpa.com/services/wealth-management
Regulatory assets under management	$1.3B ($1.2B discretionary)
Individual clients	318 non-high-net-worth, 344 high-net-worth
Financial planning clients	1-10
How it charges	Percentage of assets, Hourly
Services	Financial planning, Portfolio management, Pension consulting, Selection of other advisers
Employees	17
Disciplinary disclosures	None reported
Latest Form ADV filing	January 29, 2026

Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.

What this means for you

• It offers hourly or fixed-fee arrangements, so you may be able to pay for a plan without handing over your investments.
• It also charges a percentage of assets managed for ongoing investment management.
• Most of its individual clients are high-net-worth, which on Form ADV means they meet the SEC’s qualified-client or qualified-purchaser test: broadly, more than $1 million managed by the adviser or a net worth above $2 million, with the thresholds indexed for inflation.
• It provides financial planning services, not only portfolio management.
• It reports no disciplinary history on Form ADV.

Before you hire any adviser

Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.

Other fee-only advisers in Springfield

• Skinner, Copper & Ehmen Wealth Management, LLC $706M
• Wealth Management Services,llc $14M
• Langdon Financial Management, Inc. $82M

See all 4 fee-only advisers in Springfield →

Nearby

• New Berlin 1 firm
• Taylorville 1 firm