Keith Fenstad
Keith Fenstad is a CFP-designated registered investment advisor at Tanglewood Total Wealth Management, INC., based in Houston, TX, with 12 years of industry experience. Keith operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, High Net Worth, and 4 more. Their firm serves 417 clients with $1.6B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.70% |
Rates vary by service type. Wealth Management (planning plus investment management) ranges from 0.70% to 0.20% with a $14,000 annual minimum fee. Investment Management only ranges from 0.50% to 0.20% with no annual minimum fee. Fees are negotiable.
Fee Estimator
Location
1400 Post Oak Blvd, Suite 800, Houston, TX, 77056
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Tanglewood Total Wealth Management, INC.
State Registrations1 state
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
More Advisors
- Michael Pumphrey, CFPTanglewood Total Wealth Management, INC.
- Brian Merrill, CFPTanglewood Total Wealth Management, INC.
- Abigail Gunderson, CFPTanglewood Total Wealth Management, INC.
- Tina Yang, CFPTanglewood Total Wealth Management, INC.
- Adam Lawrence, CFPTanglewood Total Wealth Management, INC.
- Peter Faust, CFPTanglewood Total Wealth Management, INC.