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Eric Kellar

VALIC Financial Advisors, INC.
22 Years of Experience
Burlington, MA
1 DisclosureBroker
View SEC Summary
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Eric Kellar is a registered investment advisor at VALIC Financial Advisors, INC., based in Burlington, MA, with 22 years of industry experience. Eric is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Charitable Giving, Education Planning, Estate Planning, and 4 more. Their firm serves 293,026 clients with $29B in assets under management.

VALIC Financial Advisors, INC.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1254 advisors
IM Fee
Planning only
Assets Under Management
$29.2B

Fee Structure

Minimum Investment:None

VALIC Financial Advisors offers ongoing subscription-based financial planning services that renew annually and include periodic updates to your financial plan as your needs or life events change.

  • One-time financial plan — Up to $5,000 annually, customized to your financial situation and goals.
  • Project-based consulting services — Up to $7,500 annually for specific financial consulting projects.
  • Combined plan and consulting services — Total combined fee will not exceed $10,000 annually.
Annual Retainer:Up to $5,000/year
One-Time Plan:Up to $5,000
View Full SEC Brochure

Location

200 Summit Drive, Suite 430, Burlington, MA, 01803

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Financial
July 2025
Final
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
VALIC Financial Advisors, INC.
May 2026 - Present · 5 mos
VALIC Financial Advisors, INC.Broker
April 2026 - Present · 6 mos
Previous Registrations
International Assets Advisory, LLCBroker
June 2022 - August 2023 · 1 yr 2 mos
Colorado Financial Service CorporationBroker
November 2020 - October 2021 · 11 mos
BV Securities, LLCBroker
October 2020 - October 2020 · 0 mos
Leader Capital CORP.
October 2018 - December 2018 · 2 mos
Leader Capital CORP.Broker
October 2018 - December 2018 · 2 mos
Foreside Fund Services, LLCBroker
January 2017 - July 2018 · 1 yr 6 mos
Northern Lights Distributors, LLCBroker
February 2011 - December 2016 · 5 yrs 10 mos
Wellesley Asset Management, INC.
August 2010 - August 2018 · 8 yrs
Morningstar Investment Services,inc
February 2004 - October 2009 · 5 yrs 8 mos
Morningstar Investment Services, INC.Broker
January 2004 - October 2009 · 5 yrs 9 mos
Sovereign Asset Management Corporation
August 2001 - October 2003 · 2 yrs 2 mos
John Hancock Advisers, LLC
August 2001 - September 2003 · 2 yrs 1 mo
John Hancock Funds, LLCBroker
February 1999 - September 2003 · 4 yrs 7 mos
Signator Investors, INC.Broker
January 1998 - February 1999 · 1 yr 1 mo
State Registrations3 states
MANHVT
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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