Jeb Flynn is a CFP-designated registered investment advisor at Keen Wealth Advisors, based in Overland Park, KS, with 7 years of industry experience. Jeb operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 6 more. Their firm serves 1,018 clients with $1.2B 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% |
Management fee is based on a percentage of assets under management, not to exceed 2.0% per year. Exact rates are agreed upon in your client agreement and may be negotiable based on account complexity and size.
Fee Estimator
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 →Other Business Activities
Jeb is an adjunct professor at Kansas State University, teaching financial planning courses since June 2024. This takes about 10-20% of his time, with minimal time spent during trading hours.
Employment History
Current Registrations
Keen Wealth Advisors
Previous Registrations
Sound Stewardship, LLC
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
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