Keener Financial Planning, Llc
- Regulatory AUM
- $479M
- Discretionary
- $479M
- Clients
- 197
- Avg AUM / client
- $2.4M
- Accounts
- 767
- Employees
- 12
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Jul 20, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 49 | $30.1M | 6.28% |
| High net worth individuals | 144 | $433M | 90.5% |
| Corporations and other businesses | 4 | $15.5M | 3.24% |
People (11)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Jean Elizabeth Keener | Member/Chief Compliance Officer | CFP | May 2008 (18y) | 75% or more |
| Rachel Paige Songer | Financial Planner | CFP | May 2014 (12y) | Less than 5% |
| Hinton, Kelli | Director Of Operations | Jan 2021 (6y) | Less than 5% | |
| Samuel David Pond | Financial Planner | CFP | May 2021 (5y) | 5% – 10% |
| Trista Kay Jacobs | Registered representative | CFP | Mar 2022 (4y) | |
| Elizabeth Shurtz | Registered representative | CFP | Jun 2022 (4y) | |
| Megan Nicole Coyne | Registered representative | CFP | Oct 2022 (4y) | |
| Sterling Joseph Gray | Registered representative | CFP | May 2023 (3y) | |
| Morgan Alyse Moore | Registered representative | Jul 2024 (2y) | ||
| Steven Andrew Myers | Registered representative | Oct 2024 (2y) | ||
| Stephen Tyler Ropes | Registered representative | Apr 2025 (1y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| The Lessor Keener Family Trust | Owner | May 2024 | A | 75% or more |
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 06/12/2026 | 946 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Pension consulting services
- • Educational seminars/workshops
Custody
Reported custodians
- Charles Schwab & Co. $484M (101% of AUM) Jul 2026
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jul 20, 2026.
View current Form ADV (SEC/IAPD) ↗