Rachel Songer is a CFP-designated registered investment advisor at Keener Financial Planning, based in Kuna, ID, with 12 years of industry experience. Rachel 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, Gen X, and 5 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
Rachel Songer
Location
Kuna, ID
Get directionsHistory
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
Keener Financial Planning
State Registrations2 states
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
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.
More Advisors
- Jordan Haines, CFPDrucker Wealth