Keller Wealth Advisors

Keller Wealth Advisors is a fee-only investment adviser registered with the U.S. Securities and Exchange Commission, with its main office in Victoria, Texas. On its latest Form ADV, filed October 30, 2026, it reports $923M in regulatory assets under management, 543 individual clients and 8 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	111610 · SEC file 801-55234
Office	101 South Main ST. Suite 300 Victoria, TX 77901
Phone	(361) 573-4383
Website	kellerwealthadvisors.com
Regulatory assets under management	$923M ($905M discretionary)
Individual clients	392 non-high-net-worth, 151 high-net-worth
Financial planning clients	251-500
How it charges	Percentage of assets
Services	Financial planning, Portfolio management, Pension consulting, Educational seminars
Employees	10
Disciplinary disclosures	None reported
Latest Form ADV filing	October 30, 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 charges only as a percentage of the assets it manages. Ask about the fee schedule and any account minimum, which Form ADV Part 1 does not record.
• Most of its individual clients are not high-net-worth, so it is likely to work with people who are still building assets.
• 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 Victoria

• Sather Financial Group, Inc. $2.3B
• Yendrey Wealth Management LLC $11M
• Baucom Wealth Management LLC $5.3M

See all 4 fee-only advisers in Victoria →