Rachel Songer is a CFP-designated registered investment advisor at Keener Financial Planning, based in Keller, TX, with 11 years of industry experience. Rachel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Gen X, High Net Worth, and 4 more. Their firm serves 197 clients with $480M in assets under management.
Compensation
Firm Size
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Average Client Portfolio
Assets Under Management
Fee Structure
Keener Financial Planning offers ongoing planning and investment management services for a flat annual fee. The minimum annual fee is $3,600, covering both financial planning and investment management. The portion of the fee allocated to each service varies based on your situation. For investment portfolios under $300,000, they only offer retainer services if most of the fee is for financial planning.
Contact
Rachel Songer
Location
1692 Keller Parkway, Keller, TX, 76248
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Keener Financial Planning
State Registrations2 states
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Exams
Additional Information
Rachel joined Keener Financial Planning in 2013. She most enjoys brainstorming with clients to come up with tools and strategies that will empower them to meet both their near- and long-term goals. Rachel is a Certified Financial Planner™ (CFP®) Professional and holds a degree in personal financial planning from Texas Tech University. Advisory services are offered through Keener Financial Planning, LLC, an investment adviser registered with the U.S. Securities & Exchange Commission.