Areas of Practice
Retirement PlanningFinancial Planning & CoachingInvestment ManagementEstate PlanningTax PlanningCharitable GivingEducation Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
16 advisors
Number of Clients
930 clients
Average Client Portfolio
$1.1M average
Assets Under Management
$1.0B
Fee Structure
Minimum Investment:None
Financial Planning:Included in AUM fee
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Contact
William Tate Mcdonald
Location
7500 College Blvd., Suite 1000, Overland Park, KS, 66210
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Regulatory History
Clean regulatory record
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
November 2024 - Present · 1 yr 3 mos
Previous Registrations
Creative Planning
November 2021 - November 2024 · 3 yrs
State Registrations2 states
KSTX
Advisor
Exams
No exam information available for this advisor.
Contact
William Tate Mcdonald