# Keller Financial Group

> Keller Financial Group is an SEC-registered investment advisory firm in Camp Hill, PA, registered since 2023, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated April 30, 2026.

- CRD: 328195
- Filed as: KELLER FINANCIAL GROUP
- Legal name: Keller Financial Group, Inc.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Camp Hill, PA
- Filing period: October 2026
- Form ADV filing dated: April 30, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/328195
- AdvisorCensus page: https://advisorcensus.com/firm/keller-financial-group-camp-hill-pa-328195

## Quick answers

**How is Keller Financial Group compensated?**
On its Form ADV (Item 5.E, October 2026), Keller Financial Group reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**How much does Keller Financial Group charge?**
Its Form ADV Part 2A brochure dated March 25, 2026 states: Flat fee: $300 to $30,000 (creating client financial plans). Fees can differ by service and may be negotiable; the brochure is the complete statement.

**Where is Keller Financial Group located?**
Keller Financial Group's principal office is in Camp Hill, PA, according to its Form ADV.

**Is Keller Financial Group registered with the SEC or a state?**
Keller Financial Group is an SEC-registered investment advisory firm, registered since 2023. Status as filed: Approved. CRD 328195.

**How much does Keller Financial Group manage?**
Keller Financial Group reports $135,325,616 in regulatory assets under management in its Form ADV filing dated April 30, 2026 (97% discretionary).

**How have Keller Financial Group's assets and staff changed since 2024?**
In the Form ADV data for Keller Financial Group: Regulatory assets under management: $106,811,199 in the October 2024 data and $135,325,616 in the October 2026 data, up 27%. Total employees: 2 in October 2024 and 2 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Keller Financial Group serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (60); high net worth individuals (24); charitable organizations (3).

**Which custodians does Keller Financial Group use?**
Keller Financial Group's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Assetmark Trust Company as a custodian holding 10% or more of its separately managed account assets.

**Does Keller Financial Group report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/328195

**What changed in Keller Financial Group's recent Form ADV filings?**
In the May 2026 filing data: Employees performing advisory functions went from 1 to 2.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated March 25, 2026)

- Flat fee: $300 to $30,000 (creating client financial plans)

> The negotiated fixed rate for creating client financial plans is between $300 and $30,000.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Assetmark Trust Company

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $135,325,616
- Discretionary: $130,934,696
- Non-discretionary: $4,390,920

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 60 | $15,757,239 |
| High net worth individuals | 24 | $116,520,138 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 2 | $2,135,310 |
| Charitable organizations | 3 | $912,929 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2023 (2 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ, PA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [kellercpa.com](https://kellercpa.com)
- Facebook @kellerfg
- LinkedIn @keller-financial-group

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2024 | $106,811,199 | 2 | March 26, 2024 |
| October 2025 | $134,964,415 | 1 | March 26, 2025 |
| October 2026 | $135,325,616 | 2 | April 30, 2026 |

Regulatory assets under management: $106,811,199 in the October 2024 data and $135,325,616 in the October 2026 data, up 27%.
Total employees: 2 in October 2024 and 2 in October 2026.

## Changes in the filing (last 12 months)

### May 2026
- Employees performing advisory functions went from 1 to 2.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Keller Financial Group (CRD 328195): Form ADV filing data as of October 2026.