# Elizabeth Shurtz

> Elizabeth Shurtz is a fee-only financial advisor at Keener Financial Planning in Keller, Texas, who holds the CFP credential. Keener Financial Planning reports charging hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/elizabeth-shurtz/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Keener Financial Planning
- **Based in:** Keller, Texas
- **Fee model (firm's Form ADV):** Hourly; Fixed fees
- **Assets under management (firm):** $479.0M across 767 accounts
- **Credentials:** CFP
- **CRD:** 6416118 (https://adviserinfo.sec.gov/individual/summary/6416118)
- **SEC registration:** Investment adviser representative in TX
- **Exams passed:** Series 65 (2014)
- **Firm size:** 12 employees
- **Disclosures:** None reported
- **Website:** https://www.keenerfinancial.com

## Frequently asked questions

### Is Elizabeth Shurtz a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Elizabeth holds no broker registration, and Keener Financial Planning reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Elizabeth charge for financial advice?

Elizabeth's firm, Keener Financial Planning, reports charging hourly fees and fixed fees on its SEC Form ADV.

### Where is Elizabeth Shurtz based?

Elizabeth Shurtz is based in Keller, Texas.

### What credentials does Elizabeth Shurtz hold?

Elizabeth Shurtz holds the CFP credential.

### Is Elizabeth Shurtz registered with the SEC?

Yes. Elizabeth Shurtz is registered as an investment adviser representative in TX (CRD 6416118), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Keener Financial Planning manage?

Keener Financial Planning reports $479.0M across 767 accounts in assets under management.

### How do I contact Elizabeth Shurtz?

Through Elizabeth's website, www.keenerfinancial.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/6416118): 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 and Form ADV: registration, exams, and firm facts, data as of October 29, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.