William McDonald
Keen Wealth Advisors · Overland Park, Kansas
William McDonald is a fee-only financial advisor at Keen Wealth Advisors in Overland Park, Kansas, who holds the CFP credential. William focuses on retirement planning, tax planning and estate & legacy planning. Keen Wealth Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Who they serve
- Pre-retirees
Facts
| Firm | Keen Wealth Advisors |
|---|---|
| Based in | Overland Park, Kansas |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Accepting new clients | Yes |
| Assets under management | $1.23B across 2,916 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in KS, TX · CRD 7410094 |
| Exams passed | Series 65 (2021) |
| Firm size | 30 employees |
| Disclosures | None reported |
| Website | www.keenwealthadvisors.com |
How William's firm compares
- Keen Wealth Advisors's average account is about $423,000, from its Form ADV (assets managed divided by 2,916 accounts).
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Questions about William
Is William McDonald a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: William holds no broker registration, and Keen Wealth Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does William charge for financial advice?
William's firm, Keen Wealth Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is William McDonald based?
William McDonald is based in Overland Park, Kansas.
What does William specialize in?
William's specialties include retirement planning, tax planning and estate & legacy planning. William works with pre-retirees.
What credentials does William McDonald hold?
William McDonald holds the CFP credential.
Is William McDonald registered with the SEC?
Yes. William McDonald is registered as an investment adviser representative in KS and TX (CRD 7410094), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Keen Wealth Advisors manage?
Keen Wealth Advisors reports $1.23B across 2,916 accounts in assets under management.
How do I contact William McDonald?
Through William's website, www.keenwealthadvisors.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
- Keen Wealth Advisors website : specialties, clients served, and fees, checked October 30, 2026
- 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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