Lisa Brummett
Keen Wealth Advisors · Overland Park, Kansas
Lisa Brummett is a fee-only financial advisor at Keen Wealth Advisors in Overland Park, Kansas, who holds the CFP credential. Lisa 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 |
| Credentials | CFP |
| SEC registration | Investment adviser representative in KS, MO, TX · CRD 2843838 |
| Exams passed | Series 63 (1997) · Series 65 (2019) |
| Firm size | 30 employees |
| Disclosures | None reported |
| Website | www.keenwealthadvisors.com |
| Profile |
How Lisa'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 Lisa
Is Lisa Brummett a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Lisa 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 Lisa charge for financial advice?
Lisa's firm, Keen Wealth Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Lisa Brummett based?
Lisa Brummett is based in Overland Park, Kansas.
What does Lisa specialize in?
Lisa's specialties include retirement planning, tax planning and estate & legacy planning. Lisa works with pre-retirees.
What credentials does Lisa Brummett hold?
Lisa Brummett holds the CFP credential.
Is Lisa Brummett registered with the SEC?
Yes. Lisa Brummett is registered as an investment adviser representative in KS, MO and TX (CRD 2843838), 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 Lisa Brummett?
Through Lisa'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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