# Morgan Moore

> Morgan Moore is a fee-only financial advisor at Keener Financial Planning in Dallas, Texas, who holds the CFP and CRPC credentials. Morgan charges a flat fee or retainer, a one-time planning fee and an ongoing planning fee.

Page: https://find.wellspent.co/advisors/morgan-moore/
Built from public directory listings; last checked April 21, 2026.

## Facts

- **Firm:** Keener Financial Planning
- **Based in:** Dallas, Texas
- **Fee model:** Flat fee or retainer; One-time planning fee; Ongoing planning fee
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $479.0M across 767 accounts
- **Credentials:** CFP, CRPC
- **CRD:** 7487632 (https://adviserinfo.sec.gov/individual/summary/7487632)
- **SEC registration:** Investment adviser representative in MO, TX
- **Exams passed:** Series 65 (2022)
- **Firm size:** 12 employees
- **Disclosures:** None reported
- **Website:** http://keenerfinancial.com

## Frequently asked questions

### Is Morgan Moore a fee-only financial advisor?

Yes. Morgan Moore is listed in the NAPFA directory (NAPFA admits only fee-only advisors). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Morgan's firm.

### How does Morgan charge for financial advice?

Morgan charges a flat fee or retainer, a one-time planning fee and an ongoing planning fee.

### Where is Morgan Moore based?

Morgan Moore is based in Dallas, Texas.

### What credentials does Morgan Moore hold?

Morgan Moore holds the CFP and CRPC credentials.

### Is Morgan Moore registered with the SEC?

Yes. Morgan Moore is registered as an investment adviser representative in MO and TX (CRD 7487632), per SEC Investment Adviser Public Disclosure data as of October 27, 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 Morgan Moore?

Through Morgan's website, keenerfinancial.com.

## Sources

- NAPFA directory listing (https://www.napfa.org/find-an-advisor/firm/6235): NAPFA admits only fee-only advisors
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026
- The firm's website (https://keenerfinancial.com/): specialties, clients served, and fees, checked October 28, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.