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Keener Financial Planning, LLC

● SEC registered since 2019CRD 147615SEC# 801-115127Keller, TX
Export (members)
Reg. AUM
$362.8M
Employees
11
Accounts
658
Location
Keller, TX

Keener Financial Planning, LLC assets under management

Keener Financial Planning, LLC is a registered investment adviser overseen by the SEC based in Keller, TX. The firm has been registered since 2019. It reports $362.8 million in regulatory assets under management and employs 11 people.
www.keenerfinancialplanning.comView on SEC.gov ↗

Keener Financial Planning, LLC owners & executives

6 reported
NameTitleOwnershipSince
Jean Elizabeth Keener ControlMember/Chief Compliance OfficerOver 75%2008
Kelli HintonDirector Of OperationsUnder 5%2021
Rachel Paige SongerFinancial PlannerUnder 5%2021
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Frequently asked questions

How much does Keener Financial Planning, LLC manage?

Keener Financial Planning, LLC reports $362.8 million in regulatory assets under management on its Form ADV.

How many employees does Keener Financial Planning, LLC have?

Keener Financial Planning, LLC reports 11 employees.

Where is Keener Financial Planning, LLC located?

Keener Financial Planning, LLC is based in Keller, TX and has been SEC-registered since 2019.

Does Keener Financial Planning, LLC disclose fund performance?

Keener Financial Planning, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address1692 Keller Parkway, Keller, TX 76248
Phone817-993-0401
Fax817-993-0002
Office hoursBy Appointment Only
SEC regionFort Worth Regional Office (FWRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$362.5M
Non-discretionary$264K
Total (RAUM)$362.8M