William Kellar is a CFP-designated registered investment advisor at Human Investing, based in Lake Oswego, OR, with 9 years of industry experience. William operates on a fee-only basis, meaning they do not earn commissions from product sales. Their firm serves 1,111 clients with $1.9B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
6000 Meadows Rd, Suite 105, Lake Oswego, OR, 97035
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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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
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