Meaghan Keeven is a registered investment advisor at Rpg Family Wealth Advisory, LLC, based in O Fallon, MO, with 6 years of industry experience. Meaghan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 600 clients with $700M 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 | 0.75% |
Management fees are up to 0.75% per annum based on assets under management and may be negotiable in certain circumstances.
Fee Estimator
Location
O Fallon, MO
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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
Meaghan is a partner in 925 Syndicate, which focuses on tax mitigation strategies, since January 2025. This activity requires a few hours per week.
Employment History
Current Registrations
Rpg Family Wealth Advisory, LLC
Previous Registrations
MML Investors Services, LLC
MML Investors Services, LLCBroker
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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