William Kellar is a CFP-designated registered investment advisor at Human Investing, based in Lake Oswego, OR, with 10 years of industry experience. William 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 3 more. Their firm serves 1,348 clients with $2.2B 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 | 1.25% |
| $500K - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.85% |
| $5M+ | 0.80% |
Human Investing provides two different schedules depending on total assets. For clients starting with over $3M, rates are 1.00% up to $3M, 0.85% for $3M-$5M, 0.80% for $5M-$10M, 0.70% for $10M-$20M, and 0.50% for over $20M.
Fee Estimator
Location
6000 Meadows Rd, Suite 105, Lake Oswego, OR, 97035
Get directionsHistory
Regulatory History
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.
Learn about disclosures →Other Business Activities
William is an adjunct professor at George Fox University since 2022, teaching a financial planning course for four months of the year. This takes about a quarter of his time during those months.
Employment History
Current Registrations
Human Investing
State Registrations2 states
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
More Advisors
- Andrew Gladhill, CFAHuman Investing
- Marc Kadomatsu, CFP, ChFCHuman Investing
- David Anderson, CFPHuman Investing
- Kimberly Perreira, CFPMerrill Lynch, Pierce, Fenner & Smith Incorporated
- Claudia Porter, CFPRfg Advisory, LLC
- Todd Caldwell, CFPCharles Schwab & CO., INC.