Keith Hensley is a CFP-designated registered investment advisor at Florida Financial Planning LLC, based in Winter Garden, FL, with 13 years of industry experience. Keith 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, High Net Worth, and 4 more.
Compensation
Firm Size
IM Fee
Fee Structure
Florida Financial Planning charges an initial fee of up to $2,400 to build your initial financial plan. For ongoing monthly or quarterly guidance, the annual fee typically is $6,000, though it can range from $4,500 to $12,000 depending on how complex your financial situation is. Fees are paid quarterly in arrears.
- One-time comprehensive financial plan — typically $3,000 to $4,500 (ranging from $1,500 to $10,000 depending on complexity), covering specific financial questions or targeted goals with the client handling implementation.
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.
Exams
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