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 an independent, SEC-registered advisory firm organized as a limited liability company and operating under a fee model that emphasizes hourly and fixed-fee engagements. The firm serves both individual & family clients and institutional relationships, delivering financial planning, portfolio management for individuals and small businesses, pension consulting services, and educational seminars and workshops. Keener is not structured as a capital allocator and 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
- Exchange Traded Equities51%
- Public Funds/Mutual Funds47%
- Cash & Cash Equivalents2%
Contacts
3 of 11Sterling 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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