Megan Coyne
Keener Financial Planning · Durham, North Carolina
Megan Coyne is a fee-only financial advisor at Keener Financial Planning in Durham, North Carolina, 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 | Durham, North Carolina |
| 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 NC · CRD 6742692 |
| Exams passed | Series 65 (2018) |
| Firm size | 12 employees |
| Disclosures | None reported |
| Website | www.keenerfinancial.com |
How Megan'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 Megan
Is Megan Coyne a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Megan 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 Megan charge for financial advice?
Megan's firm, Keener Financial Planning, reports charging hourly fees and fixed fees on its SEC Form ADV.
Where is Megan Coyne based?
Megan Coyne is based in Durham, North Carolina.
What credentials does Megan Coyne hold?
Megan Coyne holds the CFP credential.
Is Megan Coyne registered with the SEC?
Yes. Megan Coyne is registered as an investment adviser representative in NC (CRD 6742692), 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 Megan Coyne?
Through Megan's website, www.keenerfinancial.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
- 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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