Noah Wildman
Keen Wealth Advisors · Overland Park, Kansas
Noah Wildman is a fee-only financial advisor at Keen Wealth Advisors in Overland Park, Kansas, who holds the CFP credential. Noah 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 · CRD 7612756 |
| Exams passed | Series 65 (2022) |
| Firm size | 30 employees |
| Disclosures | None reported |
| Website | www.keenwealthadvisors.com |
How Noah'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 Noah
Is Noah Wildman a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Noah 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 Noah charge for financial advice?
Noah's firm, Keen Wealth Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Noah Wildman based?
Noah Wildman is based in Overland Park, Kansas.
What does Noah specialize in?
Noah's specialties include retirement planning, tax planning and estate & legacy planning. Noah works with pre-retirees.
What credentials does Noah Wildman hold?
Noah Wildman holds the CFP credential.
Is Noah Wildman registered with the SEC?
Yes. Noah Wildman is registered as an investment adviser representative in KS (CRD 7612756), 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 Noah Wildman?
Through Noah'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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