Firm
Keener Financial Planning
Dallas, Texas
Fee-only
Keener Financial Planning at a glance
- One of 690 fee-only firms based in Texas in the Wellspent graph.
- 10 advisors are listed here; 8 of 10 hold the CFP.
- Its Form ADV reports 12 employees and 193 individual clients, 144 of them high net worth.
- Its average account is about $625,000 (assets it manages divided by its 767 accounts).
- Its website says it's taking new clients.
Fee-only advisors in Texas · What fee-only advisors charge in Texas
Facts
| Based in | Dallas, Texas |
|---|---|
| Website | keenerfinancial.com |
| [email protected] | |
| Phone | (817) 993-0401 |
Keener Financial Planning fees
Keener Financial Planning doesn't publish its prices on its website, or we couldn't confirm them word for word. Its website says it charges by: flat fee, one-time plans or projects, ongoing planning fee. 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 | Hourly · Fixed fees |
|---|---|
| Assets managed | $479 million |
| Individual clients | 49 |
| High-net-worth clients | 144 |
| Accounts managed | 767 |
| Employees | 12 |
| Planning clients | More than 500 |
| Registered with | The SEC (801-115127) |
| Financial planning | Offered |
| Form ADV filed | July 20, 2026 |
| SEC record | CRD 147615 |