KEB Wealth Advisors

RIASEC RegisteredEst. 2004

Total AUM

$1.3B

Discretionary

$1.2B

94% of AUM

Avg account

$535K

Accounts

2,381

Employees

Advisory reps

Firm details

Headquarters: Springfield, Illinois
CRD number: 117935
Registered since: April 7, 2004
Website: kebcpa.com
Custodians: CHARLES SCHWAB & CO., INC., NATIONAL FINANCIAL SERVICES LLC
Fee structure: Percentage of AUM, Hourly Charges
Client types: HNWI90.25%
Individuals7.32%
Corporations / Businesses1.82%
Pension & Profit Sharing Plans0.55%
Charitable Organizations0.06%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

KEB Wealth Advisors is an independent, owner-operated RIA that provides fee-based financial planning and discretionary portfolio management to individuals, families and institutions. The firm acts as a capital allocator and offers selection of other advisers, pension consulting and services for small businesses, in addition to traditional advisory work. Its fee structure combines a percentage of assets under management with hourly charges. KEB was registered with the SEC in 2004 and was named one of CNBC’s Top 100 Financial Advisory Firms in 2025. KEB’s stated advisory activities emphasize comprehensive planning and outsourced portfolio oversight rather than specialty areas such as ESG investing; the firm is not flagged as an active ESG investor. Industry affiliations include relationships with accountants, and the firm indicates it provides services that range from individual planning to institutional portfolio management.