Keener Financial Planning fees and pricing
Financial planner in Keller, Texas. Registered with the SEC.
According to its Form ADV Part 2A brochure dated May 18, 2026, Keener Financial Planning charges $300 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed May 18, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $300/hr
“Financial planning fees are based on a rate of $300 per hour for engagements led by a Firm Financial Planner.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Keener Financial Planning bills
Payment and refund terms, quoted from the fee section of the brochure.
- “All fees are negotiable at our sole discretion.”
- “Payment by check or credit card is accepted.”
- “Should client terminate the engagement after this date, client is responsible and will be invoiced for any time charges incurred by Keener Financial Planning in the preparation of their plan.”
How Keener Financial Planning’s fees compare
- Its hourly rate of $300 is above the Texas median of $275. 53% of the 468 other Texas planners that publish an hourly rate charge less.
- It doesn't charge a percentage of the assets it manages, so its fee won't grow with your portfolio.
About Keener Financial Planning
“We work with the greatest number of clients on retirement planning and investment advice. About 50% of our time is spent providing investment-related advice, and 50% on other aspects of financial planning.”
- Principal: Jean Keener
- Firm size: 12 employees.
- Credentials named in the brochure: CFP® and CPA.
- Founded: 2008 (18 years).
Planning areas mentioned in the brochure
- Retirement planning
- Tax planning
- Estate planning
- College planning
- Cash flow and budgeting
Firm details from Form ADV
- How the firm is paid
- Hourly fees, fixed or flat fees
- Charges a % of assets
- No
- Minimum
- No minimum stated in brochure
- Clients
- 193
- Employees
- 12
- Works with
- Individuals, high net worth individuals, and businesses
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, pension consulting, and educational seminars and workshops
- Assets managed
- $479,022,059
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported
- SEC CRD number
- 147615
- Phone
- (817) 993-0401
Can advise clients in 18 states: Arkansas, Arizona, California, Florida, Georgia, Idaho, Illinois, Louisiana, Missouri, North Carolina, Nebraska, New Hampshire, New York, Oklahoma, Pennsylvania, Tennessee, Texas, Virginia
Other planners in Keller that publish fees
- Bluegrass Legacy PlanningKeller$250-$500/hr, $2,000-$25,000
- 11 FinancialLufkin$250/hr, $50-$5,000
- 1900 WealthSan Antonio$350/hr, $1,500
- 360 Wealth CreationAustin$250/hr
- 3T Advisors LLCWaco$250/hr, $250-$10,000
- 7 Saturdays FinancialWylie$250/hr, $500-$10,000
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.