Jean Keener
Keener Financial Planning · Keller, Texas
Jean Keener 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.
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Facts
| Firm | Keener Financial Planning |
|---|---|
| Based in | Keller, Texas |
| Fee model (firm's Form ADV) | Hourly · Fixed fees |
| Assets under management | $479.0M across 767 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in TX · CRD 5560479 |
| Exams passed | Series 65 (2008) |
| Firm size | 12 employees |
| Disclosures | None reported |
| Website | www.keenerfinancial.com |
How Jean's firm compares
- Keener Financial Planning's average account is about $625,000, from its Form ADV (assets managed divided by 767 accounts).
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Questions about Jean
Is Jean Keener a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Jean 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 Jean charge for financial advice?
Jean's firm, Keener Financial Planning, reports charging hourly fees and fixed fees on its SEC Form ADV.
Where is Jean Keener based?
Jean Keener is based in Keller, Texas.
What credentials does Jean Keener hold?
Jean Keener holds the CFP credential.
Is Jean Keener registered with the SEC?
Yes. Jean Keener is registered as an investment adviser representative in TX (CRD 5560479), 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 Jean Keener?
Through Jean's website, www.keenerfinancial.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Keller
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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