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...
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Assets Under Mgmt

$221.71M

Investment Professionals

8

Locations

1

% 401K & Individual

12%

% Discretionary

99%
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
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