Keener Financial Planning

Retirement Planning Firm in Keller, TX

Firm Info
Address: 1692 Keller Pkwy, Keller, TX 76248, USA
Phone: (817) 993-0401

Firm Size
Assets Under Management: $215.2 million
# of Advisors: 6
# of Clients: 435
Client to Advisor Ratio: 73:1
Average Account Size: $494,674
# of Offices: 1

Services Offered
  • Financial Planning
  • Portfolio Management for Individuals & Small Businesses
  • Pension Consulting Services
  • Educational Seminars & Workshops

Types of Clients
  • Individuals (Not High Net Worth)
  • Individuals High Net Worth

    *>=750k in Investable Assets or >=1.5m of Estimated Total Net Worth

  • Pension & Profit Sharing Plans
  • Corporations or Other Businesses Not Listed Above

Available Fee Structures
  • Hourly
  • Fixed Fees (Other than subscription)

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Keener Financial Planning Overview

KEENER FINANCIAL PLANNING is an investment advisory firm that operates on a fee-only basis. It was established in the year 2019 and is headquartered in Keller, Texas. The firm offers investment advice only and focuses on providing high-quality financial planning services to its clients. This advisory firm provides a range of services to its customers, including portfolio management for individuals and small businesses. KEENER FINANCIAL PLANNING also offers pension consulting services, helping clients to navigate complex regulatory requirements and implement appropriate retirement plans. Additionally, the firm provides an array of educational seminars and workshops to help clients make informed investment decisions. With a focus on educating clients and helping them achieve their financial goals, KEENER FINANCIAL PLANNING is a valuable asset for anyone seeking expert investment advice.

KEENER FINANCIAL PLANNING is a dynamic and reputable firm that caters to a diverse clientele with varying financial needs. The firm's clients include individuals who seek to improve their financial stability, high net worth individuals who require specialized financial advice, pension or profit sharing plans, and other corporations not listed. KEENER FINANCIAL PLANNING's experience and expertise in financial planning has enabled them to serve clients from different industries, providing them with customized financial advice tailored to their specific needs. KEENER FINANCIAL PLANNING offers flexible fee structures depending on the service provided. Clients can choose between hourly rates or fixed fees, based on their financial planning requirements. Hourly rates are ideal for clients who need occasional financial advice, while fixed fees are suitable for clients who require comprehensive financial planning services. The firm's fee structures are designed to be transparent, ensuring that clients are fully aware of the costs involved in their financial planning services. KEENER FINANCIAL PLANNING prides itself on providing cost-effective, high-quality financial planning services that help clients achieve their financial goals.

Typical Clients, Fee Structures & Investment Minimum

The note in Keener Financial Planning's Part 2 Brochure indicates that they have no asset or net worth minimums for financial planning or investment management services. However, they do have a minimum annual retainer of $3,000 for ongoing planning and investment management services. There is no minimum account size mentioned, but they do state that if investment assets are under $300,000, they would only offer retainer services if most of their fee would be allocated to the financial planning services to be provided rather than the investment management.

How This Office Can Help Keller, TX Residents

Keener Financial Planning offers personalized financial planning services to residents of Keller, TX. From retirement planning to investment management and tax planning, Keener Financial Planning helps clients navigate various aspects of their financial lives. Keller, TX is a rapidly growing community with an average household income above the national average. However, residents of Keller, TX may be facing specific financial situations such as saving for college education for their children, managing debt, navigating changing tax laws, and planning for retirement. Keener Financial Planning helps clients in Keller, TX by creating customized financial plans that take into account their unique financial circumstances and goals. They work closely with clients to develop tailored solutions that allow them to achieve financial security and peace of mind.

To view the Minimum Investment and Fee Schedule for Keener Financial Planning, visit their Part 2 Brochure.

Services Offered by Keener Financial Planning

Core Advisor Services
Financial Planning

Financial planning services encompass the process of devising strategies for your future financial well-being, including preparing for events such as retirement, funding your child's college education, or planning for the transfer of assets.

Portfolio Management for Individuals & Small Businesses

Portfolio management entails the careful selection and strategic management of investment combinations tailored to meet the needs of individuals and small businesses.

Market Timing Services

Market timing services involve the endeavor to generate short-term profits from investments by capitalizing on opportunities to buy at low prices and sell at high prices.

Other Services
Selection of Other Advisors

The firm provides support in selecting and engaging other advisors who possess specialized expertise to complement your financial needs.

Publication of Periodicals or Newsletters

The firm engages in the dissemination of diverse financial educational materials through the publication of periodicals.

Educational Seminars & Workshops

The firm organizes and conducts seminars or workshops aimed at enlightening investors on various financial concepts.


Fee Structures

Financial advisory fees usually are based on the services provided. Fee types charged by Keener Financial Planning most likely consist of the following fee types: asset-based, hourly or fixed. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the firm.

Available
Hourly
Fixed Fees (Other than subscription)
Unavailable
Percentage of Assets Under Management (AUM)
Subscription (Newsletter or Periodical)
Commissions
Performance-based Fees
Other

Types of Clients

*The Securities & Exchange Commission defines someone as “high net worth” if they have $750,000 or more in investable assets or $1.5M of estimated total net worth.


This Office Location

Firm location 1692 Keller Pkwy, Keller, TX 76248, USA
Phone (817) 993-0401
Opening Hours
  • Mon 9 AM–5 PM
  • Tue 9 AM–5 PM
  • Wed 9 AM–5 PM
  • Thu 9 AM–5 PM
  • Fri 9 AM–5 PM
  • Sat Closed
  • Sun Closed
Directions
Google My Business Reviews:
5 Stars  |  2 Reviews

Other Office Locations

This firm has no other locations.

State Registrations

Keener Financial Planning is registered to service clients in the following states:

  • Florida
  • Idaho
  • Louisiana
  • North Carolina
  • Tennessee
  • Texas

Disciplinary History

Keener Financial Planning does not have any disclosures. Please visit it's Form ADV for more details.