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KEENER FINANCIAL PLANNING
1692 Keller Parkway
Keller, Texas 76248
Tel: 817-993-0401
About KEENER FINANCIAL PLANNING
KEENER FINANCIAL PLANNING, formally registered with the SEC as KEENER FINANCIAL PLANNING. The firm was established in 04/30/2019. They have over 2 offices throughout the country.
KEENER FINANCIAL PLANNING is a Keller, Texas based Financial Planning firm with nearly $362,780,822 assets under management, offering retirement planning & investment advisory services to 658 clients. The firm is staffed with 11 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 147615 |
| SEC# | 801-115127 |
| Assets Managed by Firm | $362,780,822 |
| No. of Clients | 658 |
| No. of Advisors | 11 |
Fee Structure
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
- Education seminars/workshops
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 658 | $362,780,822 |
| Individuals (other than high net worth individuals) | 58 | $35,456,322 |
| High net worth individuals | 109 | $320,390,020 |
| Corporations or other businesses | 5 | $6,934,480 |
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