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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 Oct 1, 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
- Website
- HTTP://WWW.KEENERMONEY.COM
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 | Change |
|---|---|---|---|---|
| Feb 1, 2026 | Employees | 11 | 12 | increased by1 |
| Feb 1, 2026 | Clients | 172 | 197 | increased by25 |
| Feb 1, 2026 | AUM | $362,780,822 | $479,022,059 | increased by$116,241,237 |
| Feb 1, 2026 | Accounts | 658 | 767 | increased by109 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 8 | 11 | increased by3 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 118 | 172 | increased by54 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $215,183,397 | $362,780,822 | increased by$147,597,425 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 435 | 658 | increased by223 |
| Feb 1, 2022 | Employees | 7 | 8 | increased by1 |
| Feb 1, 2022 | Clients | 115 | 118 | increased by3 |
| Feb 1, 2022 | AUM | $191,313,952 | $215,183,397 | increased by$23,869,445 |
| Feb 1, 2022 | Accounts | 379 | 435 | increased by56 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “KEENER FINANCIAL” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“KEENER FINANCIAL” may also match similarly-named firms). Confirm identity against each filing.
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.