Form ADV Part 2A, Item 4 Keller Wealth Advisors has been a SEC registered investment advisor since 1998. KMH Wealth Management, LLC doing business as (“DBA”) Keller Wealth Advisors is a Limited Liability Company whose managing members and principal owners are Kyle Noack, Thomas Lane Keller, and David Faskas. Keller Wealth Advisors previously operated under the names KMH Wealth Management, LLC (2008-2023) and Keller & Associates, CPAs (1998- 2008). Keller Wealth Advisors is an independent, Fee-Only advisory firm that offers Wealth Management, Investment Advisory Services and Financial Planning services to its clients. Because Keller Wealth Advisors is a Fee-Only firm, it is committed to its role as a fiduciary on behalf of its clients. As a fiduciary Keller Wealth Advisors recommends investment products from the universe of investment options that it believes are in line with its client’s investment goals. Investment Advisory Services, a service that forms part of Keller Wealth Advisors’ wealth management services, are intended to ensure that financial products recommended for such clients are based upon, among other things, a client’s lifestyle/life stage, financial goals, risk tolerance and tax situation. Keller Wealth Advisors generally takes a long-term approach to investing and believes in a portfolio generally consisting primarily of mutual funds, bonds, and annuities. Portfolios are rebalanced regularly and when a client advises Keller Wealth Advisors of changes in their financial situation, or based on market conditions or economic factors. Clients are advised of their responsibility to promptly notify Keller Wealth Advisors of changes in their financial

situation or investment objectives. Keller Wealth Advisors manages investment advisory accounts by reviewing client assets held at brokerages or custodians and implementing asset allocation strategies, risk analysis and diversification. If clients would like to impose restrictions on investing, such as only investing in certain securities or certain market segments, Keller Wealth Advisors will work with the client to accommodate these requests. Keller Wealth Advisors offers a broad range of financial planning services to its investment advisory clients through its professionals who are CERTIFIED FINANCIAL PLANNERTM professionals. These services generally include cash flow management, tax planning, education planning, asset protection, estate and gift planning, retirement planning, multi-generational planning, inheritance, charitable giving and insurance planning. Keller Wealth Advisors also offers personal financial planning as a stand-alone service under a separate engagement for investors not seeking investment advisory services. Keller Wealth Advisors through its wealth management services and financial planning services designs financial plans and portfolios based on the client’s individual needs. This client specific planning is intended to assist clients in charting paths towards financial security. Keller Wealth Advisors does not participate in wrap fee programs. As of December 31, 2023, Keller Wealth Advisors had approximately $703,894,000 in regulatory assets under management. Of this amount, Keller Wealth Advisors manages approximately $692,601,000 on a discretionary basis and the remaining $11,293,000 on a non-discretionary basis.