Samuel Pond
Keener Financial Planning · Keller, Texas
Samuel Pond 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 TX · CRD 6826918 |
| Exams passed | Series 66 (2017) |
| Firm size | 12 employees |
| Disclosures | None reported |
| Website | www.keenerfinancial.com |
How Samuel'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 Samuel
Is Samuel Pond a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Samuel 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 Samuel charge for financial advice?
Samuel's firm, Keener Financial Planning, reports charging hourly fees and fixed fees on its SEC Form ADV.
Where is Samuel Pond based?
Samuel Pond is based in Keller, Texas.
What credentials does Samuel Pond hold?
Samuel Pond holds the CFP credential.
Is Samuel Pond registered with the SEC?
Yes. Samuel Pond is registered as an investment adviser representative in TX (CRD 6826918), 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 Samuel Pond?
Through Samuel'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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