James Forsyth
Keen Wealth Advisors · Overland Park, Kansas
James Forsyth is a fee-only financial advisor at Keen Wealth Advisors in Overland Park, Kansas. James focuses on retirement planning, tax planning and estate & legacy planning. Keen Wealth Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Who they serve
- Pre-retirees
Facts
| Firm | Keen Wealth Advisors |
|---|---|
| Based in | Overland Park, Kansas |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Accepting new clients | Yes |
| Assets under management | $1.23B across 2,916 accounts |
| SEC registration | Investment adviser representative in KS · CRD 8099272 |
| Exams passed | Series 65 (2026) |
| Firm size | 30 employees |
| Disclosures | None reported |
| Website | www.keenwealthadvisors.com |
How James's firm compares
- Keen Wealth Advisors's average account is about $423,000, from its Form ADV (assets managed divided by 2,916 accounts).
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Questions about James
Is James Forsyth a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: James holds no broker registration, and Keen Wealth Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does James charge for financial advice?
James's firm, Keen Wealth Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is James Forsyth based?
James Forsyth is based in Overland Park, Kansas.
What does James specialize in?
James's specialties include retirement planning, tax planning and estate & legacy planning. James works with pre-retirees.
Is James Forsyth registered with the SEC?
Yes. James Forsyth is registered as an investment adviser representative in KS (CRD 8099272), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Keen Wealth Advisors manage?
Keen Wealth Advisors reports $1.23B across 2,916 accounts in assets under management.
How do I contact James Forsyth?
Through James's website, www.keenwealthadvisors.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
- Keen Wealth Advisors website : specialties, clients served, and fees, checked October 30, 2026
- 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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