Firm profile

KEENER FINANCIAL PLANNING

KELLER, TXCRD 147615Latest ADV February 3, 2026

KEENER FINANCIAL PLANNING is a limited liability company based in KELLER, TX.

Assets Under Management
$479M
Employees
12
Offices
1 office
Total Clients
197
Primary office
KELLER, TX
1692 KELLER PARKWAY, KELLER, TX, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links

Leadership

1 roles identified
CCOJean E. Keener

Advisory services offered

4 types reported
Educational seminars/workshops
Financial Planning Services
Pension consulting services

Fee models offered

2 types reported
Fixed fees
Hourly charges

Client Coverage Demographics

Top client segmentHNWI represent 73.1% of total clients.
Top client categories% of clientsClients
1
HNWI
73.1%
144
2
Individuals
24.9%
49
3
Corporations
2.0%
4

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$479Mas of February 3, 2026
Discretionary99.9%
$479M
100% of total RAUM99.9%
Non-discretionary0.1%
$439K
0% of total RAUM0.1%
Regulatory assets under management are split between discretionary and non-discretionary assets.

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total AUM$479M
Total Accounts767
10Y AUM Change+$360M (+301.6%)

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees12
Clients per Employee16:1
10Y Employee Change+8 (+200.0%)

* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.