Keb Wealth Advisors

KEB Wealth Advisors, operating as KEB Asset Management, LLC, has been providing advisory services since 1999. As of December 31, 2024, the firm managed over $1 billion in assets on a discretionary and non-discretionary basis, including self-directed retirement account assets. KEB offers investment management services for various clients, creating portfolios based on individual objectives and risk tolerance. The firm primarily recommends no-load mutual funds and ETFs, following an evidence-based investment philosophy with low turnover. Clients have the option to include individual equity securities in their portfolios. KEB may also recommend fixed income portfolios managed by third-party money managers. The firm provides financial planning services, offering detailed plans tailored to clients' financial goals. Fees for investment management services are based on a percentage of assets under management, with a minimum annual fee of $3,000. Financial planning fees range from $250 to $400 per hour. KEB does not charge performance-based fees and acts as a fiduciary, prioritizing clients' interests. The firm does not vote on client securities proxies and does not accept authority to vote on behalf of clients. KEB has no disciplinary information and maintains financial stability without any impairments to meeting client commitments.