Keller Wealth Advisors has been registered with the SEC since 1998 and grew out of a CPA practice, operating as Keller & Associates, CPAs until 2008 and KMH Wealth Management until 2023. The firm remains affiliated with Keller & Associates CPAs, PLLC, which provides tax and accounting services to clients for separate fees. Keller is fee-only and invests client portfolios primarily in mutual funds, bonds, and annuities, executing bond trades through Oppenheimer & Co. Financial planning is included in the advisory fee, though advanced estate planning is billed separately at 00 to 50 per hour with a ,500 minimum. A separate flat-fee plan (00 sign-up, 0 per month) is offered to clients under 45 with less than 00,000 to invest.
Overview
- Headquarters
- Victoria, TX
- Total Firm Assets
- $923 million
- Average High-Net-Worth Client Portfolio Size
- $5.1 million
Recent Rankings
Fee Disclosure
Source: KMH WEALTH MANAGEMENT, LLC (2026-03-15) · View brochure text
| Min | Max | Disclosed Annual Rate |
|---|---|---|
| $0 | $1,000,000 | 0.80% |
| $1,000,001 | $3,000,000 | 0.60% |
| $3,000,001 | $5,000,000 | 0.40% |
| $5,000,001 | $10,000,000 | 0.20% |
| $10,000,001 | and above | 0.15% |
Stated Minimum Annual Fee: $4,000
Estimated Annual Advisory Fees
| Portfolio Value | Estimated Annual Fee | Effective Fee Rate |
|---|---|---|
| $1 million | $8,000 | 0.80% |
| $5 million | $28,000 | 0.56% |
| $10 million | $38,000 | 0.38% |
| $50 million | $98,000 | 0.20% |
| $100 million | $173,000 | 0.17% |
Actual fees may vary; other investment costs may apply.
Compare fees: lowest-fee advisors in Texas for $2M portfolios · $10M portfolios
Clients
- High-Net-Worth Share of Firm Assets
- 82.84%
- Number of High-Net-Worth Clients
- 151
- Total Client Accounts
- 1,328
- Discretionary Accounts
- 1,151
- Non-Discretionary Accounts
- 177
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Educational Seminars
Regulatory Filings
- SEC CRD Number
- 111610
- KMH WEALTH MANAGEMENT, LLC (2026-03-15) (fee schedule source) · View brochure text
View firm on SEC ↗ · Current Form ADV (PDF) ↗