Rachel Paige Songer
Advisor at Keener Financial Planning — Kuna, ID
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
CFP®, Series 65
Experience Industry experience
12 years
Location
Kuna, ID
Keener Financial Planning
Team
Clients per advisor
19 Very LowAvg AUM per client
$2,401,482 Very HighHNW client ratio
75% Very HighRachel Songer is a CERTIFIED FINANCIAL PLANNER™ and holds a Series 65 license with 11 years of industry experience. She has been with Keener Financial Planning since 2016, working as part of a 10-advisor team in Kuna, Idaho. Keener Financial Planning serves individuals, trusts, small businesses, and retirement plans by providing modular financial planning and investment management services. The firm emphasizes retirement planning and uses a fee-only structure based on hourly, flat fees, or retainers, employing a long-term, cost-conscious investment approach focused on low-cost index funds and diversified portfolios.
Based on Keener Financial Planning
Based on Keener Financial Planning
Flat-fee financial planning quotes available for initial engagements; flat fees for educational workshops based on material costs and preparation time
Standard hourly rates are $300 per hour for engagements led by a Firm Financial Planner, $380 per hour for engagements led by the Firm Principal
Annual retainer fee starting at $3,600 for ongoing planning and investment management; fee covers both planning and investment management services
Account minimum: $300,000 Minimum fee: Minimum annual retainer fee of $3,600 for ongoing planning and investment management services Fee-only: Hourly financial planning fees at $300 per hour for financial planners and $380 per hour for firm principal; flat-fee quotes also available for initial engagements; flat annual retainer fees starting at $3,600
Kuna, ID
Kuna ID
Advisors at this office
1
Idaho · Texas
12 years of industry experience
Keener Financial Planning
2016 - Present • 10 years
Keller, TX
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Is not active or affiliated with:
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Fund sponsor
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Accountant / CPA / tax prep
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Lawyer
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Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
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