Paul Hefferon is a CFP-designated registered investment advisor at Keen Wealth Advisors, based in Overland Park, KS, with 6 years of industry experience. Paul operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 930 clients with $1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Keen Wealth Advisors offers comprehensive portfolio management services where they manage your investments.
The annual management fee is based on a percentage of the value of your portfolio. The exact fee will vary by client based on services provided and other considerations, but will not exceed 2.0% per year. The fee is charged quarterly, in advance, based on the value of your account on the last business day of the previous quarter.
Fees are negotiable on a limited basis based on the complexity of the client’s situation, the composition of the client’s account(s), the potential for additional account deposits, the relationship of the client with the firm and the total amount of assets under management for the client.
Location
7500 College Blvd., Suite 1000, Overland Park, KS, 66210
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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
Keen Wealth Advisors
Previous Registrations
Northwestern Mutual Investment Services, LLCBroker
State Registrations2 states
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