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 registered investment adviser organized as an LLC that provides financial planning and portfolio management to individuals, families and some institutional clients. The firm is registered with the SEC (first registered in 2019) and bills primarily through fixed-fee and hourly arrangements. Core service lines include comprehensive financial planning, portfolio management for individuals and small businesses, pension consulting-related services and client education through seminars and workshops. The firm reports that it does not position itself as a capital allocator and does not market itself as an 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%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 53Active vs passive
$384M in ETFs
93%
$359M
7%
$25.3M
| 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 | $107M | 1,157,199 | 27.75% |
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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