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CFP
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CFP

Guy Keefer

Keefer Pension Consulting, INC.
39 Years of Experience
El Segundo, CA
1 Disclosure
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Guy Keefer is a CFP-designated registered investment advisor at Keefer Pension Consulting, INC., based in El Segundo, CA, with 39 years of industry experience. Guy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 57 clients with $200M in assets under management.

Keefer Pension Consulting, INC.
Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
Number of Clients
57 clients
Average Client Portfolio
$3.5M average
Assets Under Management
$197.0M

Fee Structure

Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.00%

Fees range from 0.20% to 1.00% depending on the size and complexity of the client relationship. Fees are negotiable at the sole discretion of the advisor.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

400 Continental Boulevard, 6th Floor, El Segundo, CA, 90245

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Regulatory
November 1998
Final
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Keefer Pension Consulting, INC.
July 2009 - Present · 17 yrs 3 mos
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
July 2009 - October 2017 · 8 yrs 3 mos
Investors Capital Advisory
May 2009 - July 2009 · 2 mos
Investors Capital CORP.Broker
May 2009 - July 2009 · 2 mos
Capital Analysts, IncorporatedBroker
February 2008 - May 2009 · 1 yr 3 mos
Capital Analysts, Incorporated
February 2008 - May 2009 · 1 yr 3 mos
Western International Securities, INC.Broker
January 1998 - February 2008 · 10 yrs 1 mo
Spectrum Securities, INC.Broker
July 1997 - December 1997 · 5 mos
Smith Culver InvestmentsBroker
April 1995 - July 1997 · 2 yrs 3 mos
Kennedy, Cabot & CO.Broker
April 1987 - April 1995 · 8 yrs
Gary-Wheaton Stock Brokerage, INC.Broker
February 1987 - August 1987 · 6 mos
State Registrations1 state
CA
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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