Megan Coyne is a CFP-designated registered investment advisor at Keener Financial Planning, based in Durham, NC, with 7 years of industry experience. Megan 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, Insurance Planning, and 3 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
Megan Coyne
Location
Durham, NC
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Keener Financial Planning
Previous Registrations
Woodward Financial Advisors, INC.
Marotta Wealth Management, INC.
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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