Keith Hensley is a CFP-designated registered investment advisor at Florida Financial Planning LLC, based in Winter Garden, FL, 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 Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more.
Compensation
Firm Size
IM Fee
Fee Structure
FFP offers ongoing financial planning for an annual fee ranging from $4,500 to $12,000, paid quarterly in arrears. The initial fee for the initial construction of the financial plan is no greater than $2,400. The fee depends on the client's needs, complexity, time, research, and resources required.
FFP offers one-time financial planning projects for a fixed fee ranging from $1,500 to $10,000. The fee depends on the client's needs, complexity, time, research, and resources required. A portion of the fee is collected in advance, with the remainder due upon completion of the services.
Contact
Keith Hensley
Location
Winter Garden, FL
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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 →Employment History
Current Registrations
Florida Financial Planning LLC
Previous Registrations
Schwab Wealth Advisory, INC.
Charles Schwab & CO., INC.
Schwab Private Client Investment Advisory, INC.
Charles Schwab & CO., INC.
Charles Schwab & CO., INC.Broker
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.
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