ChooseAFinancialAdvisor.com
Advisors / Ohio / Cleve
11yrs

Vaughn Kellerman

Financial advisor at Gannett Wealth Advisors

Vaughn Kellerman is a fiduciary financial advisor in Cleve, Ohio, with 11 years in the industry. After two years at HCM Wealth Advisors and a year at Kestra Advisory Services, Vaughn joined Gannett Wealth Advisors in 2024, a firm offering financial planning, investment management, and selecting outside investment managers. Vaughn holds the CFP® designation.

Cleve, OHCFP®Top advisor by experience at Gannett Wealth AdvisorsFiduciary advisor
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At a glance

Experience11 years (since 2016)
How that compares ?Top advisor by experience at Gannett Wealth Advisors
OfficeCleve, OH
How the firm is paid ?Percent of assets, Flat fee
Typical client at the firm ?$658,273
Advisors at the firm5
States licensed ?2 states

Services through Gannett Wealth Advisors

Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsChoosing other investment managersOther services

Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.

Designations

CFP®

Licenses

Exams passed, from the official record. Tap a license to see what it allows.

Series 63Uniform Securities Agent State Law Examination
Series 65Uniform Investment Adviser Law Examination

Career

  1. 2024 – now
  2. 2021 – 2024
  3. Aug 2020 – Sep 2021
  4. Jan 2020 – Jul 2020
    W&s Brokerage Services, Inc.Previously

Questions to ask Vaughn

Tailored to Vaughn’s registration and firm.

  1. What does a financial plan with you include, and how often is it updated?
  2. If you use outside managers, how are they chosen and what do they cost on top of your fee?
  3. Where would my money be held, and will I get statements directly from that firm?
  4. What would I pay in total each year, in dollars, including fund and trading costs?

My notes and scorecard

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About Vaughn

How do I contact Vaughn?

Call Gannett Wealth Advisors at (208) 254-0142 and ask for Vaughn Kellerman. Vaughn works from the Cleve, OH office.

How long has Vaughn been a financial advisor?

Vaughn has been in the industry since 2016, about 11 years. Top advisor by experience at Gannett Wealth Advisors.

What licenses does Vaughn hold?

Series 63, Series 65. Tap any license on this page to see what it allows.

Is Vaughn a fiduciary?

Vaughn is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.

How is Vaughn paid?

Gannett Wealth Advisors reports being paid by a percentage of the assets they manage, flat or fixed fees. Ask Vaughn for your total yearly cost in dollars.

Official record as of October 3, 2026.

This profile is for information only and is not financial advice or a recommendation.