Rachel Songer
Keener Financial Planning · Keller, Texas
Rachel Songer is a fee-only financial advisor at Keener Financial Planning in Keller, Texas, 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 | Keller, Texas |
| 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 ID, TX · CRD 6073340 |
| Exams passed | Series 65 (2014) |
| Firm size | 12 employees |
| Disclosures | None reported |
| Website | www.keenerfinancial.com |
How Rachel'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 Rachel
Is Rachel Songer a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Rachel 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 Rachel charge for financial advice?
Rachel's firm, Keener Financial Planning, reports charging hourly fees and fixed fees on its SEC Form ADV.
Where is Rachel Songer based?
Rachel Songer is based in Keller, Texas.
What credentials does Rachel Songer hold?
Rachel Songer holds the CFP credential.
Is Rachel Songer registered with the SEC?
Yes. Rachel Songer is registered as an investment adviser representative in ID and TX (CRD 6073340), 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 Rachel Songer?
Through Rachel's website, www.keenerfinancial.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Keller
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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