Trista Jacobs
Keener Financial Planning · Eagle, Nebraska
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.
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Facts
| Firm | Keener Financial Planning |
|---|---|
| Based in | Eagle, Nebraska |
| 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 NE, TX · CRD 7495675 |
| Exams passed | Series 65 (2021) |
| Firm size | 12 employees |
| Disclosures | None reported |
| Website | www.keenerfinancial.com |
How Trista'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 Trista
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.
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
- 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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