Advisor at Keller Financial Group
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Keller Financial Group
Location
Camp Hill, PA 17011
Credentials
Series 63, Series 66
Industry experience
26 years
Dwayne Keller is a financial advisor with Keller Financial Group in Camp Hill, PA, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. His prior firms include LPL Financial LLC and INVEST Financial Corporation. Keller serves as an officer for two non-investment-related companies and is a board member of AAA of Central Penn. Keller Financial Group provides investment advisory and financial planning services to individuals, pension and profit-sharing plans, and charitable organizations. The firm uses fundamental analysis and a long-term trading approach, tailoring portfolios to client goals and risk tolerance, and combines registered advisory services with accounting and insurance activities alongside a sub-advisory relationship with AssetMark.
Based on Keller Financial Group
Based on Keller Financial Group
One-time fixed financial planning fees between $300 and $30,000; Ongoing monthly fixed financial planning fees between $100 and $700.
$0 - $500,000: 1.50% $500,001 - $1,000,000: 1.38% $1,000,001 - $2,000,000: 1.25% $2,000,001 - $3,000,000: 1.11% $3,000,001 - $5,000,000: 1.00% $5,000,001 - $10,000,000: 0.89% $10,000,001 - AND UP: 0.56%
Hourly fees between $250 and $500 for pension consulting and one-time financial planning services.
Fee-only: Hourly fees between $250 and $500 for pension consulting; One-time fixed financial planning fees between $300 and $30,000; One-time hourly financial planning fees between $250 and $500; Ongoing monthly fixed financial planning fees between $100 and $700.
3815 Market Street
Camp Hill, PA 17011
Pennsylvania
Keller Financial Group, Inc.
2023 - Present (3 years)
LPL Financial
2018 - 2023 (5 years)
INVEST Financial Corporation
2007 - 2018 (11 years)
Keller Financial Group, Inc
1998 - Present (28 years)
Keller Financial Group
1998 - Present (28 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.
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