How does the advisor help clients – Key Takeaways:
KEATING WEALTH MANAGEMENT, LLC serves as a financial expert for their clients, providing comprehensive wealth management services to help individuals and families reach their financial goals. The firm does this by offering personalized investment strategies, retirement planning, risk management, tax optimization, and estate planning. Through taking a holistic approach to financial planning, KEATING WEALTH MANAGEMENT, LLC is able to help clients achieve long-term financial success and security.
Facts and Insights
KEATING WEALTH MANAGEMENT, LLC is a Registered Investment Advisor (RIA) with the Securities and Exchange Commission (SEC). Founded in 2001 by Timothy H. Keating, the firm is headquartered in Houston, Texas and serves clients nationwide. The firm manages over $270 million in assets and has a team of 2 advisors.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management (AUM) | Number of Advisors | Years in Business |
|---|---|---|
| $270 million | 2 | 18 |
Financial Services Offered
KEATING WEALTH MANAGEMENT, LLC offers a wide range of financial services to help clients manage and grow their wealth. These services include:
- Investment Advisory Services
- Retirement Planning
- Risk Management
- Tax Optimization
- Estate Planning
Client Types
KEATING WEALTH MANAGEMENT, LLC serves a diverse group of clients, including individuals, families, and small business owners. They also work with high net worth individuals and those looking to plan for retirement.
Fees & Compensation
KEATING WEALTH MANAGEMENT, LLC charges a fee based on a percentage of assets under management. This fee can vary depending on the services provided and the complexity of the client’s financial situation. The firm operates as a fee-only advisor, meaning they do not earn commissions for selling financial products. This ensures that they are always acting in the best interest of their clients.
Background
TIMOTHY H. KEATING is the founder and managing director of KEATING WEALTH MANAGEMENT, LLC. He has over 30 years of experience in the financial industry, and holds numerous certifications, including Certified Financial Planner (CFP) and Chartered Financial Consultant (ChFC). The firm prides itself on providing personalized, transparent, and unbiased financial advice to its clients.
Financial Advisor Disclosures to Know
KEATING WEALTH MANAGEMENT, LLC has a clean record with the SEC and has not reported any disciplinary actions or regulatory sanctions. Additionally, the firm has fiduciary duty to act in the best interest of its clients, meaning they are legally obligated to prioritize the client’s interests above their own.