KEEN WEALTH ADVISORS

RIASEC RegisteredEst. 2014

Total AUM

$1.2B

Discretionary

$1.2B

100% of AUM

Avg account

$423K

Accounts

2,916

Employees

Advisory reps

Firm details

Headquarters: OVERLAND PARK, Kansas
CRD number: 170293
Registered since: May 23, 2014
Website: keenwealthadvisors.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI81.05%
Individuals18.27%
Charitable Organizations0.43%
Pension & Profit Sharing Plans0.21%
Corporations / Businesses0.04%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Keen Wealth Advisors is an independent registered investment adviser that acts as a capital allocator for individual, family and institutional clients. The firm combines discretionary portfolio management with financial planning, pension consulting support, selection of outside managers and educational workshops. Its stated fee model mixes percentage-of-AUM pricing with hourly and fixed fees, which allows flexibility for smaller engagements and ongoing wealth-management relationships. Investment behavior shows a clear tilt toward public funds and tax-aware strategies: the largest positions are in tax-managed Vanguard funds and the firm holds more in ETFs than individual equities. At the same time, Keen Wealth Advisors deploys third‑party alternative managers—specifically hedge funds, real estate and private credit—when seeking diversification, yield and downside protection. The adviser does not identify as an active ESG investor.