Keener Financial Planning
Firm details
- Headquarters
- Keller, Texas
- CRD number
- 147615
- Registered since
- April 30, 2019
- Website
- keenerfinancial.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Hourly Charges, Fixed Fees
- Client types
- HNWI90.48%
- Individuals6.28%
- Corporations / Businesses3.24%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingEducational Seminars / Workshops
Firm profile
FINTRXOverview
Keener Financial Planning is a privately held limited liability company that registered with the SEC in 2019 and operates as an independent registered investment adviser. The firm reports serving individuals, families and some institutional clients, providing financial planning and portfolio management for individuals and small businesses. It also lists pension consulting services and runs educational seminars and workshops. Keener bills clients using hourly and fixed-fee arrangements rather than percentage-based asset fees. The firm does not identify itself as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
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
- Exchange Traded Equities51%
- Public Funds/Mutual Funds47%
- Cash & Cash Equivalents2%
Contacts
3 of 11
Sterling Gray
Financial PlannerCRD 7423363
Samuel Pond
Co-OwnerCRD 6826918
Megan Coyne
Financial PlannerCRD 6742692
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 53Active vs passive
$321M in ETFs
93%
$300M
7%
$21.9M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| STATE STREET(R) SPDR(R) PORTFOLIO S&P 1500(R) COMPOSITE STOCK MARKET ETF (SPTM) | State Street | Passive | Large Blend | $85.9M | 1,086,692 | 26.73% |
Location
Keller, TX
Tarrant
Location
Keller, TX
Headquartered in Keller, TX, anchoring the Dallas-Fort Worth, TX-OK metro in the South.
- Metro area
- Dallas-Fort Worth, TX-OK
- Region
- South
- County
- Tarrant
- Address
- 1692 Keller Pkwy
- Time zone
- CT (UTC-6)
- Office locations
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