James Keenan
Keenan Private Wealth Management · New York, New York
James Keenan is a fee-only financial advisor at Keenan Private Wealth Management in New York, New York. James charges a percentage of assets and hourly fees (a $500,000 asset minimum) and focuses on retirement planning, tax planning and estate & legacy planning.
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Specialties
Who they serve
- Executives
- Founders
- Retirees
- High earners
Facts
| Firm | Keenan Private Wealth Management |
|---|---|
| Based in | New York, New York |
| Fee model | Percentage of assets · Hourly |
| Fees (firm's website) | A $500,000 asset minimum |
| Assets under management | $8.5M across 14 accounts |
| SEC registration | Investment adviser representative in NY · CRD 872666 |
| Exams passed | Series 63 (1984) · Series 65 (1992) |
| Firm size | 2 employees |
| Disclosures | Reported; see the SEC record |
| Website | www.keenanpwm.com |
| Profile |
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Questions about James
Is James Keenan a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: James holds no broker registration, and Keenan Private Wealth Management 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 charges a percentage of assets and hourly fees.
How much does James charge?
According to Keenan Private Wealth Management's website, checked October 30, 2026: a $500,000 asset minimum.
Where is James Keenan based?
James Keenan is based in New York, New York.
What does James specialize in?
James's specialties include retirement planning, tax planning and estate & legacy planning. James works with executives, founders, retirees and high earners.
Is James Keenan registered with the SEC?
Yes. James Keenan is registered as an investment adviser representative in NY (CRD 872666), 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 Keenan Private Wealth Management manage?
Keenan Private Wealth Management reports $8.5M across 14 accounts in assets under management.
How do I contact James Keenan?
Through James's website, www.keenanpwm.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
- Keenan Private Wealth Management 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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