Carl Bonn
Advisor at Wealth Keepers
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.
Firm
Wealth Keepers
Location
Johnson City, TX
Credentials
Series 63, Series 66
Industry experience
21 years
Client services
Financial planning
Portfolio management
Pension consulting
Educational seminars or workshops
Fee options
Fixed fees may be offered for financial planning based on complexity and estimated hours.
$0 - $50,000: $500 - $1,000 per year flat fee $50,001 - $100,000: 1.50% $100,001 - $200,000: 1.25% $200,001 - $500,000: 1.10% $500,001 - $1,000,000: 1.00% $1,000,001 - $2,000,000: 0.90% $2,000,001 - $3,000,000: 0.80% $3,000,001 - $4,000,000: 0.70% $4,000,001+: Negotiable
Commission may be earned on insurance product sales by associated representatives as agents.
$100 to $200 per hour, billed in 15-minute increments for financial planning and investment consulting services.
Account minimum: $1,000,000 minimum for customized portfolios; no minimum for financial planning and model portfolios but impractical below $20,000 Minimum fee: $500 - $1,000 per year for accounts under $50,000 in model portfolios Fee-only: Fee-only planning and consulting services; no commissions except for insurance products where commissions may apply separately.
Work history
Wealth Keepers
2017 - Present (9 years)
Hill Country Retirement Planning
2013 - 2017 (4 years)
Star of Texas Real Estate
2002 - Present (24 years)
General Land Office
2002 - Present (24 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.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Is not active or affiliated with:
-
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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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Alan D
ChFC®, Series 63
Blanco, TX
Summa Wealth Management
Mitchell L
Series 63, Series 66
Johnson City, TX
Momentum Independent Network Inc.
Jennifer B
Series 66
Johnson City, TX
Momentum Independent Network Inc.
Duane S
Series 63, Series 66
Lake Ann, MI
Private Advisor Group, Llc
Katherine K
CFP®, Series 63, Series 65
Blanco, TX
OSAIC
Corley C
Series 66
Blanco, TX
J.P. Morgan Securities
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