Firm
Keel & Long Financial Management
Greenville, North Carolina
Fee-only
Keel & Long Financial Management at a glance
- One of 278 fee-only firms based in North Carolina in the Wellspent graph.
- 2 advisors are listed here; 1 of 2 hold the CFP.
- Its Form ADV reports 2 employees and 161 individual clients, 22 of them high net worth.
- Its average account is about $466,000 (assets it manages divided by its 161 accounts).
Fee-only advisors in North Carolina · What fee-only advisors charge in North Carolina
Facts
| Based in | Greenville, North Carolina |
|---|---|
| Website | keelandlong.com |
| Phone | (252) 295-0772 |
Keel & Long Financial Management fees
Keel & Long Financial Management doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Hourly · Fixed fees |
|---|---|
| Assets managed | $75 million |
| Individual clients | 139 |
| High-net-worth clients | 22 |
| Accounts managed | 161 |
| Employees | 2 |
| Planning clients | 0 |
| Financial planning | Offered |
| Form ADV filed | March 24, 2026 |
| SEC record | CRD 292851 |