How does the advisor help clients – Key Takeaways:
KEENER FINANCIAL PLANNING (KFP) is a renowned financial planning firm that provides expert financial advice to its clients. Founded by Ms. Jessica Keener, KFP has been helping individuals, families, and businesses achieve financial success for over 15 years. The firm’s philosophy revolves around providing personalized, comprehensive, and unbiased financial guidance to its clients.
Facts and Insights
KFP has a team of highly qualified and experienced financial advisors who work closely with clients to understand their unique needs, goals, and risk tolerance. The firm uses a holistic approach to financial planning, taking into consideration all aspects of a client’s financial life, including investments, retirement planning, tax planning, insurance, and estate planning.
Assets Under Management, Number of Advisors and Time in Business:
Table: KFP’s Finances
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | 15 years |
Financial Services Offered
KFP offers a wide range of financial services to its clients. These include, but are not limited to:
- Investment management
- Retirement planning
- Tax planning
- Insurance
- Estate planning
- Education funding
Client Types
KFP caters to a diverse group of clients, including individuals, families, and businesses. The firm has the expertise to serve clients with varying financial needs and goals, and prides itself on its ability to provide tailored solutions for each client.
Fees & Compensation
KFP operates on a fee-only model, which means that the firm does not earn any commissions from investments or products. This ensures that the advisors at KFP always act in the best interest of their clients, as there is no conflict of interest. The firm charges a flat fee based on the complexity and scope of the services provided, ensuring transparency and fairness for all clients.
Background
Ms. Jessica Keener, the founder and lead financial advisor at KFP, has over 20 years of experience in the financial industry. She is a Certified Financial Planner (CFP®) and a Chartered Financial Analyst (CFA®), demonstrating her expertise and commitment to the highest professional standards. The rest of the team at KFP also holds various certifications and licenses, ensuring that clients receive expert guidance and advice.
Financial Advisor Disclosures to Know
As a registered investment advisor, KFP is subject to certain regulatory requirements and disclosures. These include:
- Fiduciary duty to act in the best interest of clients
- Code of Ethics and Standards of Professional Conduct
- Disclosure of potential conflicts of interest
- Annual updating of Form ADV Part 2A and 2B, providing information on services, fees, and disciplinary history
In conclusion, KFP is a highly reputable financial planning firm that offers a wide range of services to a diverse group of clients. The firm’s team of experienced advisors, fee-only model, and commitment to transparency and client-centric services sets it apart from other financial advisors. With KFP, clients can rest assured that their financial well-being is in capable and trustworthy hands.