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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.
Latest 13F Filing Activity
Keener Financial Planning LLC filed their most recent 13F report on Jun 30, 2025 disclosing 207 equity positions with a total 13F market value of $201M. The fund increased holdings in SPDR Series Trust, Vanguard Tax-managed FDS, Ishares TR among other positions. Keener Financial Planning LLC reduced exposure to Berkshire Hathaway Inc. Del, Canadian Natl RY Co., Select Sector SPDR TR among others.
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 |
Industry Allocation
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