Keller Wealth Advisors
DBA: Kmh Wealth Management, Llc
101 SOUTH MAIN ST. SUITE 300, Victoria, Texas 77901-8142
SEC CRD#111610
Last ADV filed: 03/11/2025
Verified Fiduciary
Confirmed via SEC Form ADV registration data. This firm has a legal obligation to act in your best interest.
Fee-Only Verified
Compensation comes exclusively from client fees. No commissions, no product sales, no kickbacks.
Clean Disciplinary Record
No criminal, civil, or regulatory disclosures found in SEC or FINRA records.
Additional Compensation Disclosed
This firm has disclosed additional revenue sources (insurance, brokerage, or proprietary products) in their SEC filings. Review the details below.
Fee Structure
Flat Feeflat fee of $50per year
Hourly Rate$100 to $300 per hourper hour
Compensation methods:
Percentage of AUMFixed fees
Compensation Transparency
- Also offers proprietary investment products
These additional revenue sources are disclosed in the firm's Form ADV filing with the SEC. Ask the advisor directly how these affiliations affect the advice you receive.