Dwayne Keller is a registered investment advisor at Keller Financial Group, based in Camp Hill, PA, with 26 years of industry experience. Dwayne operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 76 clients with $130M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.38% |
| $1.0M - $2.0M | 1.25% |
| $2.0M - $3.0M | 1.11% |
| $3.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.89% |
| $10M+ | 0.56% |
Fees are negotiable.
Fee Estimator
Location
3815 Market Street, Camp Hill, PA, 17011
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Dwayne is an officer at MaggieBay Inc. and DKDP Inc., owner of 3815 Market Investments LLC and Keller MGMNT LLC, president of Keller Financial Group (dedicating about 10-20% of his time), a managing member of DKP Ventures LLC, a board member of AAA of Central Penn (spending minimal time), and operates Vista Wealth Management, LLC (full-time). He also owns rental real estate and his spouse's residential cleaning company.
Employment History
Current Registrations
Keller Financial Group
Previous Registrations
LPL Financial LLCBroker
LPL Financial LLC
Invest Financial Corporation
Invest Financial CorporationBroker
Financial Network Investment Corporation
Kfg Wealth Management, LLC
Financial Network Investment CorporationBroker
State Registrations1 state
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.