Overview
Assets Under Management: $363 million
Headquarters: KELLER, TX
High-Net-Worth Clients: 109
Average Client Assets: $3 million
Frequently Asked Questions
KEENER FINANCIAL PLANNING, LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #147615), KEENER FINANCIAL PLANNING, LLC is subject to fiduciary duty under federal law.
KEENER FINANCIAL PLANNING, LLC is headquartered in KELLER, TX.
KEENER FINANCIAL PLANNING, LLC serves 109 high-net-worth clients according to their SEC filing dated January 16, 2025. View client details ↓
According to their SEC Form ADV, KEENER FINANCIAL PLANNING, LLC offers financial planning, portfolio management for individuals, pension consulting services, and educational seminars and workshops. View all service details ↓
KEENER FINANCIAL PLANNING, LLC manages $363 million in client assets according to their SEC filing dated January 16, 2025.
According to their SEC Form ADV, KEENER FINANCIAL PLANNING, LLC serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting, Educational Seminars
Clients
Number of High-Net-Worth Clients: 109
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 88.32
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 658
Discretionary Accounts: 654
Non-Discretionary Accounts: 4
Regulatory Filings
CRD Number: 147615
Last Filing Date: 2025-01-16 00:00:00
Website: https://keenerfinancial.com