Keener Financial Planning LLC
Keener Financial Planning LLC is an independent, fee-only investment adviser and financial planning firm headquartered in Keller, Texas. Founded in 2008 with Jean Keener as majority owner, the firm provides comprehensive and modular financial planning and investment advisory services primarily to individuals and high net worth individuals. As of January 2025, the firm manages approximately $362.8 million in regulatory assets under management. Keener Financial Planning employs about 11 staff members and serves clients locally and beyond, with a business model that emphasizes personalized, best-interest, and conflict-free advice.
Investment Strategy
Keener Financial Planning LLC employs a long-term, passive investment strategy focused on matching market performance, keeping costs low, and ensuring broad diversification suited to each client's risk tolerance, time horizon, and financial goals. Investment portfolios are primarily implemented using index mutual funds and exchange-traded funds, balancing domestic and international, as well as small, medium, and large market capitalization exposures. The firm does not accept commissions or third-party compensation, enabling it to operate solely in clients' best interests.
Top Holdings
Equity Positions (207)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
S SPTM | SPDR SERIES TRUST | 36.16% | $72.5M | 968,454 | $62.39 | $74.89 | +$16.8M |
V VEA | VANGUARD TAX-MANAGED FDS | 21.69% | $43.5M | 762,984 | $49.20 | $57.01 | +$9.3M |
I IJR | ISHARES TR | 8.26% | $16.6M | 151,668 | $109.16 | $109.29 | +$3.9M |
A AVLV | AMERICAN CENTY ETF TR | 6.78% | $13.6M | 199,443 | $65.24 | $68.21 | +$3.3M |
V VWO | VANGUARD INTL EQUITY INDEX F | 5.46% | $10.9M | 221,336 | $42.98 | $49.46 | +$2.5M |