Morgan Moore
Keener Financial Planning · Dallas, Texas
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.
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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 |
| Assets under management | $479.0M across 767 accounts |
| Credentials | CFP · CRPC |
| SEC registration | Investment adviser representative in MO, TX · CRD 7487632 |
| Exams passed | Series 65 (2022) |
| Firm size | 12 employees |
| Disclosures | None reported |
| Website | keenerfinancial.com |
| Profile |
How Morgan'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 Morgan
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Dallas
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- Keener Financial Planning website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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