Jean Keener is a CFP-designated registered investment advisor at Keener Financial Planning, based in Keller, TX, with 18 years of industry experience. Jean operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 4 more. Their firm serves 197 clients with $480M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Keener Financial Planning does not charge investment management fees based on a percentage of your portfolio. Instead, investment management is bundled with ongoing financial planning through an annual retainer starting at a minimum of $3,600 per year. The exact retainer fee depends on the complexity of your situation, the number of accounts you have, and the services provided. If your investment portfolio is under $300,000, the firm will only offer retainer services if most of the fee is allocated to financial planning rather than investment management.
Contact
Jean Keener
Location
1692 Keller Parkway, Keller, TX, 76248
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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
Jean serves as Vice President of the board of GPN Alliance, Inc., which owns the Garrett Planning Network, LLC. She spends a few hours per week on this activity.
Employment History
Current Registrations
Keener Financial Planning
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
Additional Information
Keener Financial Planning’s top focus is you. Our mission is to help you achieve your goals and be successful in your life and with your money. We understand that things don’t always go as planned. We are here to provide the financial knowledge and framework to accomplish your dreams and plan for the future -- regardless of whether you feel like you’re on track right now or not. Up-to-date knowledge is one of the strengths of Keener Financial Planning. Jean is a Certified Financial Planner™ professional and holds the Chartered Retirement Planning Counselor (CRPC®) designation. Jean also trained with the Kinder Institute of Life Planning on the 7 Stages of Money Maturity and is a member of the Garrett Planning Network, the National Association of Personal Financial Advisors, and the Financial Planning Association. Keener Financial Planning is flexible in how we work with you, and we offer fair and transparent pricing. You can learn more about this on our website at www.KeenerFinancial.com. We’d love to have the opportunity to meet with you and see if Keener Financial Planning is a good match for you. We provide a free, no-obligation initial consultation to all potential clients. Please call to schedule an appointment. Start Planning to Live Well today. Advisory services are offered through Keener Financial Planning, LLC, an investment adviser registered with the U.S. Securities & Exchange Commission
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