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KEENER FINANCIAL PLANNING
Legal name: KEENER FINANCIAL PLANNING, LLC
CRD 147615File 801-115127
APPROVED
Retail clients
Custody
Filing as of Jul 20, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$479.0M
Above cohort median (national)
Discretionary AUM
$478.6M
Non-discretionary $439K
Clients
197
767 accounts
Employees
12
Above cohort median in TX
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- FWRO
- Registration date
- Apr 30, 2019
- Principal office
- 1692 KELLER PARKWAY, KELLER, TX, 76248
- Phone
- 817-993-0401
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $479.0M
- Discretionary AUM
- $478.6M
- Non-discretionary AUM
- $439K
- Discretionary accounts
- 763
- Non-discretionary accounts
- 4
- Total accounts
- 767
- AUM per client
- $2.4M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 4 | $15.5M |
| High net worth individuals | 144 | $433.4M |
| Individuals (other than high net worth individuals) | 49 | $30.1M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
Advisory activities
- Other
- Financial planning services
- Portfolio management for other
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.