Keenan Financial fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 25, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$250⁠-⁠$5,000

“The fixed rate for creating client financial plans is between $250 and $5,000.”

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

How Keenan Financial bills

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

• “Clients may terminate the agreement without penalty for a full refund of Keenan's fees within five business days of signing the Investment Advisory Contract.”
• “Clients may terminate the agreement without penalty, for full refund of Keenan’s fees, within five business days of signing the Financial Planning Agreement.”
• “These fees are generally negotiable, and the final fee schedule is included in the Tax Engagement Letter.”

How Keenan Financial’s fees compare

• Its flat or project fee of $250-$5,000 spans the Massachusetts median of $4,750. 26% of the 158 other Massachusetts planners that publish a flat or project fee charge less.
• 3 of the 13 other planners in Boston that publish a flat or project fee charge less.

About Keenan Financial

• Firm size: 27 employees.
• Founded: 2016 (10 years).

Planning areas mentioned in the brochure

• Tax planning

Firm details from Form ADV

How the firm is paid

Fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

2% a year

Clients

751

Employees

27

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and portfolio management for businesses and institutions

Assets managed

$202,481,625

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

285673

Website

instagram.com/keenanfinancial (opens in new tab)

Phone

(978) 270-1193

Can advise clients in 46 states: Alabama, Arkansas, Arizona, California, Colorado, Connecticut, District of Columbia, Delaware, Florida, Georgia, Hawaii, Iowa, Idaho, Illinois, Indiana, Kansas, Kentucky, Louisiana, Massachusetts, Maryland, Maine, Michigan, Minnesota, Missouri, Mississippi, North Carolina, Nebraska, New Hampshire, New Jersey, New Mexico, Nevada, New York, Ohio, Oregon, Pennsylvania, Rhode Island, South Carolina, Tennessee, Texas, Utah, Virginia, Vermont, Washington, Wisconsin, West Virginia, Wyoming

Other planners in Boston that publish fees

• Atwater Wealth Management, Inc.Boston$2,500⁠-⁠$10,000
• Beyond Your Hammock LLCBoston$500⁠-⁠$8,000, $300⁠-⁠$2,000/mo
• Bowditch Advisory Services, LPBoston$225/hr
• Brave Boat Capital AdvisorsBoston$1,000⁠-⁠$30,000
• Choate Investment AdvisorsBoston$525⁠-⁠$1,750/hr, $1,000⁠-⁠$2,500
• Claro Advisors Inc.Boston$500⁠-⁠$2,500

Compare all 47 planners in Boston