Keller Financial Group

RIASEC RegisteredEst. 2023

Total AUM

$135M

Discretionary

$131M

97% of AUM

Avg account

$1.5M

Accounts

Employees

Advisory reps

Firm details

Headquarters: Camp Hill, Pennsylvania
CRD number: 328195
Registered since: October 12, 2023
Website: www.kellercpa.com
Custodians: ASSETMARK TRUST CO.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI86.1%
Individuals11.64%
Pension & Profit Sharing Plans1.58%
Charitable Organizations0.67%
Services: Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Keller Financial Group is an independent, SEC-registered investment adviser (registered in 2023) organized as a corporation and owned by an individual. The firm functions as a capital allocator and serves both individual & family and institutional clients. Its service mix includes financial planning, portfolio management for individuals and small businesses, pension consulting, and the selection of third‑party advisers. Keller Financial Group also lists accounting among its business activities. Fee arrangements are flexible and include percentage-of-AUM billing alongside hourly and fixed-fee engagements. The firm does not identify as an active ESG investor and is not presented as a multi-state adviser.