HG
CFP
HG
CFP

Hannah Katherine Gohmert

10 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningCharitable GivingInsurance PlanningHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
9 advisors
Number of Clients
540 clients
Average Client Portfolio
$1.5M average
Assets Under Management
$824.7M

Fee Structure

Financial Planning:Included in AUM fee
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $1.0M0.80%
$1.0M - $3.0M0.60%
$3.0M - $5.0M0.40%
$5.0M - $10.0M0.20%
$10M+0.15%

Advisory fees are generally negotiable, at the discretion of Keller Wealth Advisors.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
Minimum Annual Fee:$4,000
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Location

101 South Main St. Suite 300, Victoria, TX, 77901-8142

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Keller Wealth Advisors
December 2016 - Present · 9 yrs 2 mos
Previous Registrations
Charles Schwab & CO., INC.Broker
January 2015 - March 2016 · 1 yr 2 mos
State Registrations1 state
TX
Advisor
Exams
No exam information available for this advisor.