Brian Keenan
Brian Keenan is a CFP-designated registered investment advisor at Keenan Financial, based in Boston, MA, with 12 years of industry experience. Brian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, High Net Worth, Insurance Planning, Investment Management, and 2 more. Their firm serves 751 clients with $200M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Maximum annual fee is up to 2.00%. Fees are generally negotiable based on relationship size, household accounts, employee accounts, and level of services needed.
Fee Estimator
Location
7 Bulfinch Place, Suite 302, Boston, MA, 02114
Get directionsHistory
Regulatory History (1)
Customer Dispute
September 2024Other Business ActivitiesSells Insurance
Brian is an independent licensed insurance agent. He spends a few hours per week on outside business activities.
Employment History
Current Registrations
Keenan Financial
Previous Registrations
Mcadam LLC
Purshe Kaplan Sterling InvestmentsBroker
Voya Financial Advisors, INC.
Voya Financial Advisors, INC.Broker
State Registrations12 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
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