William Joseph Kellar

CFP

Human Investing

9 Years of Experience

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Firm Information

Human Investing

Compensation

Fee-Only (AUM)Fixed/Hourly

Number of Advisors

13 advisors

Number of Clients

1,111 clients

Average Client Portfolio

$1.7M average

Assets Under Management

$1.9B

Advisor Information

Office location

6000 Meadows Rd, Suite 105, Lake Oswego, OR, 97035

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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.

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

April 2016 - Present · 9 yrs 9 mos

State Registrations2 states

ORTX

Advisor

Exams

No exam information available for this advisor.