Don Keel is a CFP-designated registered investment advisor at Keel & Long Financial Management, LLC, based in Greenville, NC, with 17 years of industry experience. Don operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 161 clients with $75M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $50K | 1.35% |
| $50K - $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.80% |
| $2M+ | 0.60% |
Fees are negotiable in individual cases.
Fee Estimator
Location
2408 Charles Blvd, Suite 4, Greenville, NC, 27858
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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 →Other Business Activities
Don is the President of Don Keel Financial Group, Inc. since 2018, managing business finances and workflow. He also holds positions in multiple rental property LLCs, dedicating minimal time to clerical duties.
Employment History
Current Registrations
Keel & Long Financial Management, LLC
Previous Registrations
First Command Advisory Services
First Command Financial Planning, INC.
First Command Financial Planning, INC.Broker
State Registrations1 state
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