Guy Keefer
Keefer Pension Consulting · El Segundo, California
Guy Keefer is a fee-only financial advisor at Keefer Pension Consulting in El Segundo, California, who holds the CFP credential. Keefer Pension Consulting reports charging a percentage of assets on its Form ADV.
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Facts
| Firm | Keefer Pension Consulting |
|---|---|
| Based in | El Segundo, California |
| Fee model (firm's Form ADV) | Percentage of assets |
| Assets under management | $197.0M across 92 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA · CRD 1630892 |
| Exams passed | Series 63 (1994) · Series 65 (2007) |
| Firm size | 1 employee |
| Disclosures | Reported; see the SEC record |
| Profile |
How Guy's firm compares
- Keefer Pension Consulting's average account is about $2.1 million, from its Form ADV (assets managed divided by 92 accounts).
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Questions about Guy
Is Guy Keefer a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Guy holds no broker registration, and Keefer Pension Consulting reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Guy charge for financial advice?
Guy's firm, Keefer Pension Consulting, reports charging a percentage of assets on its SEC Form ADV.
Where is Guy Keefer based?
Guy Keefer is based in El Segundo, California.
What credentials does Guy Keefer hold?
Guy Keefer holds the CFP credential.
Is Guy Keefer registered with the SEC?
Yes. Guy Keefer is registered as an investment adviser representative in CA (CRD 1630892), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
How much does Keefer Pension Consulting manage?
Keefer Pension Consulting reports $197.0M across 92 accounts in assets under management.
How do I contact Guy Keefer?
Contact details aren't on file yet. Search for Keefer Pension Consulting.
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.
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