Keener Financial Planning, LLC
● SEC registered since 2019CRD 147615SEC# 801-115127Keller, TX
Reg. AUM
$479M
Employees
12
Accounts
767
Location
Keller, TX
Keener Financial Planning, LLC assets under management
Keener Financial Planning, LLC is a registered investment adviser overseen by the SEC based in Keller, TX. The firm has been registered since 2019. It reports $479 million in regulatory assets under management and employs 12 people.
Keener Financial Planning, LLC owners & executives
7 reported| Name | Title | Ownership | Since |
|---|---|---|---|
| Jean Elizabeth Keener Control | Member/Chief Compliance Officer | Under 5% | 2008 |
| Kelli Hinton | Director Of Operations | Under 5% | 2021 |
| Rachel Paige Songer | Financial Planner | Under 5% | 2021 |
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Join to unlock · $37/moFrequently asked questions
How much does Keener Financial Planning, LLC manage?
Keener Financial Planning, LLC reports $479 million in regulatory assets under management on its Form ADV.
How many employees does Keener Financial Planning, LLC have?
Keener Financial Planning, LLC reports 12 employees.
Where is Keener Financial Planning, LLC located?
Keener Financial Planning, LLC is based in Keller, TX and has been SEC-registered since 2019.
Does Keener Financial Planning, LLC disclose fund performance?
Keener Financial Planning, LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
Contact & registration
| Address | 1692 Keller Parkway, Keller, TX 76248 |
| Phone | 817-993-0401 |
| Fax | 817-993-0002 |
| Office hours | By Appointment Only |
| SEC region | Fort Worth Regional Office (FWRO) |
| Discloses disciplinary history | No |
Regulatory AUM
$479M▲ 32%
Jan '25Form ADV, monthlyJun '26
How this firm compares
Regulatory AUMTop 49%
Larger than 51% of 16,271 advisers
EmployeesTop 35%
More than 65% of 16,825 advisers
Assets under management
$479Mregulatory AUM
Discretionary $478.6MNon-discretionary $439K