GS
Firm Information
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Number of Advisors
4 advisors
Number of Clients
295 clients
Average Client Portfolio
$1.3M average
Assets Under Management
$379.3M
Fee Structure
Financial Plan Fee:$250 - $10,000
Hourly Rate:$100 - $300/hr
Financial planning fees range from $250 to $10,000, depending on complexity. Hourly consulting is available at $100-$300 per hour. Wealth planning implementation and retainer fees are fixed annual fees ranging from $500 to $10,000, billed quarterly. Portfolio management fees are based on a percentage of assets under management, not to exceed 1.75%, billed quarterly in arrears.
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & Coaching
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Advisor Information
Office location
1327 South 800 East, Orem, UT, 84097
Get directionsRegulatory 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.
Learn about disclosures →Employment History
Current Registrations
Keeler Thomas Management LLC
January 2025 - Present · 1 yr
State Registrations1 state
UT
Advisor
Exams
No exam information available for this advisor.