Advisor at Keller Wealth Advisors
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 Wealth Advisors
Location
Victoria, TX 77901-8142
Credentials
Series 65
Industry experience
3 years
Sarah Nix is a financial advisor at Keller Wealth Advisors in Victoria, TX, holding a Series 65 credential with three years of industry experience. Her prior roles include positions at KMH Wealth Management, LLC, South Star Wealth Management, and various engagements with Texas A&M University. Keller Wealth Advisors serves individuals, high-net-worth clients, trusts and estates, corporations, retirement plans, and charitable organizations, managing approximately $825 million across about 525 clients. The firm employs a long-term, asset-allocation oriented approach that combines passive and active strategies, 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
KMH Wealth Management, LLC
2022 - Present (4 years)
Texas A&M University
2021 - 2021 (1 year)
KMH Wealth Management, LLC
2021 - 2021 (1 year)
Texas A&M University
2020 - 2021 (1 year)
South Star Wealth Management
2019 - 2019 (1 year)
Texas A&M University
2019 - 2019 (1 year)
South Star Wealth Management
2019 - 2019 (1 year)
Texas A&M University
2018 - 2019 (1 year)
Unemployed
2018 - 2018 (1 year)
Victoria ISD
2012 - 2018 (6 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®
Victoria, TX
Keller Wealth Advisors
CFP®, PFS™, Series 63
Victoria, TX
Keller Wealth Advisors
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")