A complete list of active advisors currently associated with Keener Financial Planning
Warmer can help you find a great advisor at Keener Financial Planning or one who fits your needs even better.
Keener Financial Planning advises individuals (including high‑net‑worth clients), trusts, small businesses, organizations, and occasional pension plans. The firm offers modular financial planning and portfolio management delivered as hourly or flat‑fee projects or as ongoing retainers, and it begins engagements with a written financial plan that defines goals and the scope of work. Investment advice emphasizes a long‑term, largely passive approach using low‑cost index mutual funds and ETFs, with selective active funds and an intentional overweight to small‑cap and value exposures; new clients are typically managed on a discretionary basis and portfolios are reviewed and rebalanced quarterly. Ongoing retainer clients receive implementation support, annual or semiannual review meetings, and coordination with other professionals such as tax preparers and estate attorneys. Compared with many team firms, Keener is fee‑only and does not rely on percentage‑of‑AUM pricing, instead using hourly/flat fees and a flat annual retainer (minimum disclosed in the brochure), and it documents approximately $479 million in SEC AUM while advising on about $1.48 billion in total client assets. The brochure also describes regular educational workshops (topics include employee benefits and retirement planning), notes membership and referral relationships with third‑party organizations such as the Garrett Planning Network and NAPFA, and outlines the firm’s advertising and outreach via workshops and professional affiliations.
To learn more about the advisors currently working at Keener Financial Planning, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
You can also browse Keener Financial Planning's office locations.
Name |
Location |
Years of experience |
|---|---|---|
Durham, NC
| 7
| |
Keller, TX
| 5
| |
Eagle, NE
| 4
| |
Keller, TX
| 18
| |
Nixa, MO
| 2
| |
Keller, TX
| 4
| |
Keller, TX
| 6
| |
Keller, TX
| 1
| |
Keller, TX
| 8
| |
Kuna, ID
| 12
|
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For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
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