Keen Wealth Advisors
Firm details
- Headquarters
- Overland Park, Kansas
- CRD number
- 170293
- Registered since
- May 23, 2014
- Website
- keenwealthadvisors.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI81.05%
- Individuals18.27%
- Charitable Organizations0.43%
- Pension & Profit Sharing Plans0.21%
- Corporations / Businesses0.04%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other AdvisersEducational Seminars / Workshops
Firm profile
FINTRXOverview
Keen Wealth Advisors is an independent, SEC‑registered RIA organized as an LLC and operating since 2014. The firm describes itself as a capital allocator that serves both individual and family clients as well as institutional accounts. Its fee arrangements include percentage‑of‑AUM billing alongside hourly and fixed‑fee engagements. Service lines listed on the firm's filings cover comprehensive financial planning, portfolio management for individuals, small businesses and institutions, selection of other advisers, pension consulting services and educational seminars or workshops. The adviser does not identify as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds64%
- Exchange Traded Equities32%
- Cash & Cash Equivalents4%
Owners & executives
2 of 2
William Keen
Founder and CEOCRD 2212517
Matthew Wilson
President and Chief Investment OfficerCRD 4531423
Contacts
3 of 19
Jeb Flynn
Financial PlannerCRD 7088543
Matthew Miller
ParaplannerCRD 7767768
James Forsyth
Financial PlannerCRD 8099272
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 99Active vs passive
$1.2B in ETFs
82%
$961M
13%
$207M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| VANGUARD TAX-MANAGED FUNDS (VEA) | Vanguard | Passive | Foreign Large Blend | $72.8M | 1,022,094 | 6.24% |
Location
Overland Park, KS
Johnson
Location
Overland Park, KS
Headquartered in Overland Park, KS, anchoring the Kansas City-Overland Park-Kansas City, MO-KS metro in the Midwest.
- Metro area
- Kansas City-Overland Park-Kansas City, MO-KS
- Region
- Midwest
- County
- Johnson
- Address
- 7500 College Blvd
- Time zone
- CT (UTC-6)
- Office locations
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