Advisor at Keller Wealth Advisors
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Firm
Keller Wealth Advisors
Location
Victoria, TX 77901-8142
Credentials
CFP®
Industry experience
4 years
Christopher Laughhunn is a CFP® professional at Keller Wealth Advisors with four years of industry experience. He has been with Keller Wealth Advisors since 2021 and also works with KELLER & ASSOCIATES CPAs, PLLC. Keller Wealth Advisors serves individuals, high-net-worth clients, trusts and estates, corporations, retirement plans, and charitable organizations, managing approximately $825 million for about 525 clients. The firm employs a long-term, asset-allocation oriented investment approach that integrates tax, estate, and cash-flow considerations, and provides comprehensive financial planning through a nine-advisor team.
Based on Keller Wealth Advisors
Based on Keller Wealth Advisors
Based on Keller Wealth Advisors
XY Now Plan: $500 sign-up fee plus $50/month, paid quarterly ($150 deducted at start of each quarter)
$0 - $1,000,000: 0.80% $1,000,000 - $3,000,000: 0.60% $3,000,000 - $5,000,000: 0.40% $5,000,000 - $10,000,000: 0.20% $10,000,000+: 0.15%
Advanced Estate Planning: $100 to $350 per hour, minimum $2,500
Account minimum: $1,000,000 Minimum fee: Minimum annual fee: $4,000 (non-profit organizations exempt) Fee-only: Fee-Only advisory firm; no commissions received
101 South Main St. Suite 300
Victoria, TX 77901-8142
Texas
Keller Wealth Advisors
2021 - Present (5 years)
KELLER & ASSOCIATES CPAs, PLLC
2013 - Present (13 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
CFP®
Victoria, TX
Baucom Wealth Management LLC
Series 65
Victoria, TX
Yendrey Wealth Management LLC
Series 65, Series 66
Victoria, TX
Yendrey Wealth Management LLC
CFP®, Series 63, Series 66
Victoria, TX
Keller Wealth Advisors
CFP®, PFS™, Series 63
Victoria, TX
Keller Wealth Advisors
CFP®, CFA®, Series 65
Victoria, TX
Keller Wealth Advisors
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