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Keener Financial Planning, LLC

EST. AUM
$479,022,059

CONTACTS

CLIENT ACCOUNTS
767

Firm Details

Metro area Dallas
CRD Number 147615
Website keenerfinancial.com
Client types

Overview

Keener Financial Planning, LLC is a fee-only financial planning and investment advisory firm founded by Jean Keener in 2008. The firm serves clients from its Keller and Dallas, Texas offices and provides services on both an as-needed and ongoing basis. Its advice covers retirement, investments, education, taxes, risk management, cash flow, and estate-related financial planning. For ongoing clients, the firm also provides discretionary investment management. Keener does not receive commissions or referral fees and is not affiliated with a bank, brokerage firm, or insurance company.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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