Fee-only adviser · Salem, OR
Keudell Morrison Wealth Management, LLC
Keudell Morrison Wealth Management, LLC is a fee-only investment adviser registered with the U.S. Securities and Exchange Commission, with its main office in Salem, Oregon. On its latest Form ADV, filed July 8, 2026, it reports $922M in regulatory assets under management, 766 individual clients and 6 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 | 292600 · SEC file 801-112770 |
| Office | 235 Front ST. SE Suite 300 Salem, OR 97301 |
| Phone | (971) 209-4500 |
| Website | www.keudellmorrisonwm.com |
| Regulatory assets under management | $922M |
| Individual clients | 588 non-high-net-worth, 178 high-net-worth |
| Financial planning clients | More than 500 |
| How it charges | Percentage of assets, Fixed fee |
| Services | Financial planning, Portfolio management, Selection of other advisers |
| Employees | 11 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | July 8, 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 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 sponsors or manages a wrap fee program; ask what the bundled fee covers.
- 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 Salem
- True Private Wealth Advisors, LLC $1.4B
- Capital Financial Planners $285M
- JGC Tax & Wealth Management $132M
- Capstone Wealth Advisors, LLC $102M
- JH Advisors $212M
- Willamette Valley Wealth Management, LLC $70M
See all 8 fee-only advisers in Salem →
Nearby
- Corvallis 2 firms
- McMinnville 1 firm
- Aurora 1 firm
- Wilsonville 2 firms
Comparing several firms? Tell us what you need and we will suggest fee-only advisers that fit. Work at Keudell Morrison Wealth Management, LLC? Update this listing.