Keen Capital, LTD fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed May 14, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$120⁠-⁠$395/hr

“Hourly fees range from $120 to $395 per hour.”

Flat or project fee

$750⁠-⁠$1,000

“The Wills-Based Estate Plan is a fixed rate of $750 and the TrustBased Estate Plan is a fixed rate of $1,000.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Keen Capital, LTD bills

Payment and refund terms, quoted from the fee section of the brochure.

• “Fixed fee amounts and billing arrangements will be determined in advance and agreed to in writing.”
• “Fees may be negotiable based on the nature and complexity of the services to be provided and the overall relationship with the Advisor.”
• “The investment advisory fee in the first quarter of service is prorated from the inception date of the account[s] to the end of the first quarter.”

How Keen Capital, LTD’s fees compare

• Its hourly rate of $120-$395 spans the South Carolina median of $250. 52% of the 69 other South Carolina planners that publish an hourly rate charge less.
• Its flat or project fee of $750-$1,000 is below the South Carolina median of $3,000. 9% of the 65 other South Carolina planners that publish a flat or project fee charge less.

About Keen Capital, LTD

• Firm size: 12 employees.
• Credentials named in the brochure: CFP®, CPA, EA, and CFA.
• Founded: 2007 (19 years).

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

2% a year

Clients

96

Employees

12

Works with

Individuals, high net worth individuals, and pension and profit sharing plans

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, pension consulting, and selecting other advisers

Assets managed

$179,678,013

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

145023

Website

keeninvestors.com (opens in new tab)

Phone

(803) 941-4444

Can advise clients in 4 states: Florida, North Carolina, South Carolina, Texas

Other planners in Chapin that publish fees

• Harper Financial PlanningChapin$375/hr
• 133 LegacyCampobello$10,000
• A To Z Asset Advisors, LLCAiken$250/hr, $250
• Abacus Planning Group, Inc.Columbia$8,000⁠-⁠$200,000
• Active Lifestyle Financial PlanningCharleston$1,000, $4,800⁠-⁠$30,000/yr
• Altamont Advisors LLCGreenville$150/hr

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