Keen Wealth Advisors

Keen Wealth Advisors at a glance

• One of 98 fee-only firms based in Kansas in the Wellspent graph.
• 20 advisors are listed here; 10 of 20 hold the CFP.
• Its Form ADV reports 30 employees and 1,014 individual clients, 404 of them high net worth.
• Its average account is about $423,000 (assets it manages divided by its 2,916 accounts).

Fee-only advisors in Kansas · What fee-only advisors charge in Kansas

Facts

Keen Wealth Advisors fees

Keen Wealth Advisors 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

Advisors at this firm (20)

• Abel Bonga

• Dione Ramos

• Elijah Fleming

• Emma Gustin

• Hunter Smith

• James Forsyth

• Jeb Flynn

  CFP

• Joshua Hill

  CFP

• Lisa Brummett

  CFP

• Luke Dandar

• Matthew Miller

  CFP

• Noah Camfield

  CFP

• Noah Wildman

  CFP

• Paul Hefferon

  CFP

• Quinton Vlach

• Raquel Wheeler

  CFP

• Ryan Kohr

  CFP

• Tyler Jouret

• William Keen

• William McDonald

  CFP