Keenan Private Wealth Management fees and pricing

Financial planner in New York, New York. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated March 19, 2026, Keenan Private Wealth Management charges $300⁠-⁠$500 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 19, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate: $300⁠-⁠$500/hr; “Our Financial Planning fees are calculated and charged on an hourly basis, ranging from $300 to $500 per hour.”

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

“Fees are debited in advance for the next calendar quarter based on the value of the assets at the end of the prior calendar quarter.”
“The balance is due upon completion of the plan. 10 The client is billed upon completion of the financial plan based on actual hours accrued.”
“Fees are due and payable upon completion of the Consulting Service based on actual hours accrued.”

Its hourly rate of $300-$500 is above the New York median of $300. 71% of the 301 other New York planners that publish an hourly rate charge less.
38 of the 69 other planners in New York that publish an hourly rate charge less.

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: 8
Employees: 2
Works with: Individuals and high net worth individuals
Services reported to regulators: Financial planning, selecting other advisers, and other services
Assets managed: $8,457,113
Registered with: State securities regulators
Disciplinary disclosures: None reported
SEC CRD number: 118174
Website: keenanpwm.com (opens in new tab)
Phone: (646) 274-1266

Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.