Donald Keeney
Cahaba Wealth Management · Nashville, Tennessee
Donald Keeney is a fee-only financial advisor at Cahaba Wealth Management in Nashville, Tennessee, who holds the CFP and CFA credentials. Cahaba Wealth Management reports charging a percentage of assets and fixed fees on its Form ADV.
Request an introduction to Donald →
Facts
| Firm | Cahaba Wealth Management |
|---|---|
| Based in | Nashville, Tennessee |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $2.06B across 888 accounts |
| Credentials | CFP · CFA |
| SEC registration | Investment adviser representative in TN · CRD 4858426 |
| Firm size | 23 employees |
| Disclosures | None reported |
| Website | www.cahabawealth.com |
How Donald's firm compares
- Cahaba Wealth Management's average account is about $2.3 million, from its Form ADV (assets managed divided by 888 accounts).
Request an introduction to Donald
Tell Donald a little about what you're looking for. Donald isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Donald
Is Donald Keeney a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Donald holds no broker registration, and Cahaba Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Donald charge for financial advice?
Donald's firm, Cahaba Wealth Management, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Donald Keeney based?
Donald Keeney is based in Nashville, Tennessee.
What credentials does Donald Keeney hold?
Donald Keeney holds the CFP and CFA credentials.
Is Donald Keeney registered with the SEC?
Yes. Donald Keeney is registered as an investment adviser representative in TN (CRD 4858426), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Cahaba Wealth Management manage?
Cahaba Wealth Management reports $2.06B across 888 accounts in assets under management.
How do I contact Donald Keeney?
Through Donald's website, www.cahabawealth.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
See something wrong? Request a correction. Read our methodology.