Kekoa Pfau
Advisor at The Freyr Group
Updated today
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.
About
Kekoa Pfau is a financial advisor at The Freyr Group with two years of industry experience. He holds the Series 66 designation and previously worked at GPS Wealth Strategies Group and LPL Financial LLC. Outside of his advisory role, he operates Motive Works, a website creation business. The Freyr Group provides discretionary asset management, written financial planning, and ERISA 3(21) retirement-plan advisory services for individual clients and plan sponsors. The firm manages approximately $53 million across about 78 clients, serving both high-net-worth and non-HNW individuals with a strategy that incorporates fundamental, technical, cyclical, and Modern Portfolio Theory analyses.
Expertise
Based on The Freyr Group
Retirement income strategy
Income planning
College savings (529s, UTMA, etc.)
Business sale tax planning
Options & derivatives strategies
Fee options
Financial planning fees charged as flat fees between $2,000 and $4,500 depending on complexity
$0 - $1,000,000: 1.15% annually $1,000,000.01 - $3,000,000: 0.95% annually $3,000,000.01 - $5,000,000: 0.75% annually $5,000,000.01+: 0.50% annually
Investment Advisor Representatives receive commissions on insurance products sold as licensed insurance agents
Ongoing financial planning annual fees assessed after first year, typically half of initial plan fee; waived if client uses asset management services
Account minimum: $100,000 Fee-only: Initial financial planning fees between $2,000 and $4,500 depending on complexity; ongoing planning fees typically half of initial fee unless client uses asset management services (then waived)
Location
Corvallis, OR
Most active in
Kekoa P has reported serving >5 clients in these states in the last 12 months.
Arizona · California · Colorado · Oregon
Work history
The Freyr Group, LLC
2025 - Present (1 year)
GPS Wealth Strategies Group
2023 - 2025 (2 years)
LPL Financial
2023 - 2025 (2 years)
Family
2022 - 2023 (1 year)
NAU
2020 - 2022 (2 years)
Texas Road House
2020 - 2020 (1 year)
Parry Custom Builders Inc.
2019 - 2019 (1 year)
Church of Jesus Christ of Latter Day Saints
2017 - 2019 (2 years)
Arbys
2015 - 2017 (2 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Ellen J
Series 65
Corvallis, OR
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Scott H
Series 65
Albany, OR
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Jonathan L
CFA®
Albany, OR
Aumakua Capital Management LLC
Brian D
Series 63, Series 65
Corvallis, OR
Vantage Wealth Management LLC
Eric C
CFP®, Series 66
Corvallis, OR
Vantage Wealth Management LLC
Brandon K
CFP®, Series 63, Series 66
Corvallis, OR
The Freyr Group
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