Keen Wealth Advisors

RIASEC Registered

Total AUM

$1.2B

Discretionary

$1.2B

100% of AUM

Avg account

$423K

Accounts

2,916

Employees

Advisory reps

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

FINTRX

Overview

Keen Wealth Advisors is an independent registered investment adviser organized as an LLC that has been SEC-registered since 2014. The firm serves individuals and families as well as institutional clients and acts as a capital allocator, selecting third-party managers alongside direct portfolio management. Its advisory services include financial planning, discretionary portfolio management for individuals, small businesses and institutions, pension consulting, selection of other advisers, and educational workshops. Fees are charged in multiple formats — percentage of assets under management, hourly rates, and fixed fees — allowing flexibility for different client needs. The firm does not identify as an active ESG investor and is structured to work primarily within a single-state regulatory footprint.