Keener Financial Planning
Firm details
- Headquarters
- Keller, Texas
- CRD number
- 147615
- Registered since
- April 30, 2019
- Website
- keenerfinancial.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Hourly Charges, Fixed Fees
- Client types
- HNWI90.48%
- Individuals6.28%
- Corporations / Businesses3.24%
- Services
- Financial PlanningPortfolio Management for IndividualsPension ConsultingEducational Seminars / Workshops
Firm profile
FINTRXOverview
Keener Financial Planning is an independent, SEC-registered registered investment adviser organized as an LLC and operating since 2019. The firm serves both individual and family clients as well as some institutional relationships, and it bills clients via hourly and fixed-fee engagements rather than percentage-based asset fees. Core advisory services include comprehensive financial planning, portfolio management for individuals and small businesses, pension consulting support, and educational workshops. The firm is not listed as an active ESG investor and is not identified as a capital allocator. Snapshot data indicates an owner structure that combines a domestic entity and an individual. Keener positions itself toward fee-for-service planning and portfolio oversight rather than large-scale third-party fund allocation.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities51%
- Public Funds/Mutual Funds47%
- Cash & Cash Equivalents2%
Contacts
3 of 11
Sterling Gray
Financial PlannerCRD 7423363
Samuel Pond
Co-OwnerCRD 6826918
Megan Coyne
Financial PlannerCRD 6742692
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 54Active vs passive
$381M in ETFs
93%
$355M
7%
$25.9M
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| STATE STREET(R) SPDR(R) PORTFOLIO S&P 1500(R) COMPOSITE STOCK MARKET ETF (SPTM) | State Street | Passive | Large Blend | $104M | 1,143,398 | 27.25% |
Location
Keller, TX
Tarrant
Location
Keller, TX
Headquartered in Keller, TX, anchoring the Dallas-Fort Worth, TX-OK metro in the South.
- Metro area
- Dallas-Fort Worth, TX-OK
- Region
- South
- County
- Tarrant
- Address
- 1692 Keller Pkwy
- Time zone
- CT (UTC-6)
- Office locations
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