Harry Keller
Harry Keller is a CFP, ChFC-designated registered investment advisor at Cwm, LLC, based in Conshohocken, PA, with 43 years of industry experience. Harry operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 2 more. Their firm serves 52,669 clients with $51B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
CWM, LLC charges an annual fee based on a percentage of the value of your investments. This fee can be up to 2.50% annually. The exact fee is negotiable and depends on factors like the size of your account, the types of assets, and the complexity of your situation. Different investment advisor representatives may charge different fees for the same services. CWM retains a portion of the fee for administrative and support services. Fees are typically deducted from your account quarterly.
Location
1495 Alan Wood Rd Ste 100, Conshohocken, PA, 19428
Get directionsHistory
Regulatory History (1)
Customer Dispute
October 2004Other Business ActivitiesSells Insurance
Harry is the owner of Financial Independence Planning, LLC, a DBA for advisory services, financial planning, and the sale of securities, insurance, and advisory products. He also manages commercial and residential real estate rentals, and works as an independent insurance agent selling fixed insurance products, dedicating full-time hours to both activities.
Employment History
Current Registrations
Cwm, LLC
Cetera Investment Advisers LLC
Cetera Wealth Services, LLCBroker
Cetera Wealth Services, LLC
Previous Registrations
Cetera Advisor Networks LLC
Voya Financial Advisors, INC.
Voya Financial Advisors, INC.Broker
Locust Street Securities, INC.
Locust Street Securities, INC.Broker
United Securities Alliance, INC.Broker
Sentra Securities CorporationBroker
PFS Investments INC.Broker
Penn Mutual Equity Services, INC.Broker
State Registrations27 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.