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Keener Financial Planning
Keller, Texas
5.0
3 Reviews
Keener Financial Planning, a prominent investment advisory firm headquartered in Keller, TX, excels in providing comprehensive financial solutions. With a team of nine skilled professionals, eight of whom specialize in investment advisory services, they boast an impressive average of approximately $279,410,000 in assets under management per advisor, significantly surpassing industry standards. Their compensation structure caters to client preferences, offering options such as a percentage of assets under management and fixed fees.
The firm maintains a robust client base of over 50 individuals, collectively entrusting Keener Finan...see more
Assets Under Mgmt
$221.71M
Investment Professionals
8
Locations
1
% 401K & Individual
% Discretionary
Compensation Structure
- Hourly Charges
- Fixed Fees
Services Provided Section
- Financial Planning Services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Educational seminars/workshops
Reviews for Keener Financial Planning
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