# Tyler Keenan

> Tyler Keenan is a fee-only financial advisor at Fiducia Wealth Management in Upper Arlington, Ohio, who holds the CFP and ChFC credentials. Tyler charges an ongoing planning fee and focuses on retirement planning, tax planning and estate & legacy planning.

Page: https://find.wellspent.co/advisors/tyler-keenan/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Fiducia Wealth Management
- **Based in:** Upper Arlington, Ohio
- **Fee model:** Ongoing planning fee
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $53M across 197 accounts
- **Credentials:** CFP, ChFC
- **Specialties:** Retirement planning, Tax planning, Estate & legacy planning
- **Works with:** Pre-retirees, Retirees
- **CRD:** 6902883 (https://adviserinfo.sec.gov/individual/summary/6902883)
- **SEC registration:** Investment adviser representative in NC, OH, TX
- **Exams passed:** Series 63 (2019)
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** https://www.fiduciawealthmgmt.com/

## Frequently asked questions

### Is Tyler Keenan a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Tyler holds no broker registration, and Fiducia Wealth Management reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Tyler charge for financial advice?

Tyler charges an ongoing planning fee.

### Where is Tyler Keenan based?

Tyler Keenan is based in Upper Arlington, Ohio.

### What does Tyler specialize in?

Tyler's specialties include retirement planning, tax planning and estate & legacy planning. Tyler works with pre-retirees and retirees.

### What credentials does Tyler Keenan hold?

Tyler Keenan holds the CFP and ChFC credentials.

### Is Tyler Keenan registered with the SEC?

Yes. Tyler Keenan is registered as an investment adviser representative in NC, OH and TX (CRD 6902883), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Fiducia Wealth Management manage?

Fiducia Wealth Management reports $53M across 197 accounts in assets under management.

### How do I contact Tyler Keenan?

Through Tyler's website, www.fiduciawealthmgmt.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/6902883): 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
- The firm's website (https://www.fiduciawealthmgmt.com/): specialties, clients served, and fees, checked October 30, 2026

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