Trista Jacobs is a CFP-designated registered investment advisor at Keener Financial Planning, based in Eagle, NE, with 4 years of industry experience. Trista 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
Trista Jacobs
Location
Eagle, NE
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Keener Financial Planning
State Registrations2 states
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