Keller Financial Group
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$135,325,616
This total excludes 5 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Total clients
84
29% high-net worth
Total advisors
1
of 2 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
84
Average account size
$1,611,019
About
Keller Financial Group serves individual and high-net-worth clients as well as pension and charitable plans, offering ongoing portfolio management, financial planning (one‑time and ongoing), and pension consulting. The firm creates a written Investment Policy Statement for each client and provides discretionary portfolio management and account monitoring tailored to clients’ goals, tax considerations, and risk tolerances.
The firm’s investment process relies on fundamental analysis and a long‑term trading approach, and it may use model allocations together with bespoke recommendations; KFG also offers access to third‑party managers through a sub‑advisory relationship with an investment platform to source curated managers and research. KFG generally limits investments to mutual funds, fixed income, ETFs, REITs, annuities and a range of alternative and private offerings, while retaining responsibility for selecting managers appropriate for each client’s objectives.
Notably, Keller Financial Group is also an accounting firm, and the brochure discloses that accounting services are offered alongside advisory services—an affiliation that the firm says may present conflicts and that clients are free to accept or decline. The firm’s operational practices include a platform relationship that may provide advisor support incentives, a requirement that clients use specified custodians, and a practice of not aggregating block trades, all of which distinguish its service model from many peers.
Client services
Financial planning
Portfolio management
Pension consulting
Selection of other advisers
Expertise
Wealth management
Retirement plans for business owners (SEP, solo 401k)
Annuities
Private / alternative investments
Fee options
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.
Main office location
Keller Financial Group
3815 Market Street
Camp Hill PA 17011, United States
Number of offices
2
Most active in
Keller Financial Group has reported serving >5 clients in these states in the last 12 months.
Arizona · Pennsylvania
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
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:
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.
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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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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.
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