# Trista Jacobs

> Trista Jacobs is a fee-only financial advisor at Keener Financial Planning in Eagle, Nebraska, who holds the CFP credential. Keener Financial Planning reports charging hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/trista-jacobs/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Keener Financial Planning
- **Based in:** Eagle, Nebraska
- **Fee model (firm's Form ADV):** Hourly; Fixed fees
- **Assets under management (firm):** $479.0M across 767 accounts
- **Credentials:** CFP
- **CRD:** 7495675 (https://adviserinfo.sec.gov/individual/summary/7495675)
- **SEC registration:** Investment adviser representative in NE, TX
- **Exams passed:** Series 65 (2021)
- **Firm size:** 12 employees
- **Disclosures:** None reported
- **Website:** https://www.keenerfinancial.com

## Frequently asked questions

### Is Trista Jacobs a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Trista 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 Trista charge for financial advice?

Trista's firm, Keener Financial Planning, reports charging hourly fees and fixed fees on its SEC Form ADV.

### Where is Trista Jacobs based?

Trista Jacobs is based in Eagle, Nebraska.

### What credentials does Trista Jacobs hold?

Trista Jacobs holds the CFP credential.

### Is Trista Jacobs registered with the SEC?

Yes. Trista Jacobs is registered as an investment adviser representative in NE and TX (CRD 7495675), 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 Trista Jacobs?

Through Trista's website, www.keenerfinancial.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/7495675): 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 and Form ADV: registration, exams, and firm facts, data as of October 29, 2026

---

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