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How does the advisor help clients – Key Takeaways:
Keffer Financial Planning is a reputable financial planning firm that provides expert financial guidance to its diverse clientele. The firm has been in business for over 15 years and has a team of highly experienced and knowledgeable financial advisors who are dedicated to helping clients achieve their financial goals.
Keffer Financial Planning offers a wide range of financial services and is equipped to handle the financial needs of individuals, families, and businesses. The firm’s client-centric approach, along with its commitment to transparency and ethical practices, has made it a trusted advisor for many clients.
Facts and Insights:
Founded in 2005, Keffer Financial Planning is a registered investment advisor (RIA) based in New York City. The firm offers its services to clients nationwide and has over $250 million in assets under management (AUM).
Keffer Financial Planning has a team of 10 highly qualified and experienced financial advisors who have an average of 20 years of industry experience. The firm’s advisors hold various certifications, including Certified Financial Planner (CFP), Chartered Financial Analyst (CFA), Certified Investment Management Analyst (CIMA), and Certified Public Accountant (CPA).
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $250 million | 10 | 15+ years |
Financial Services Offered:
Keffer Financial Planning offers a comprehensive range of financial services to meet the diverse needs of its clients. Some of the services provided by the firm include:
- Financial planning
- Investment management
- Tax planning and preparation
- Estate planning
- Retirement planning
- Insurance planning
- Cash flow management
- Debt management
Client Types:
Keffer Financial Planning serves a wide range of clients, including individuals, families, and businesses. The firm is equipped to handle the unique financial needs of each client and provides customized solutions to help them achieve their financial goals. Keffer Financial Planning also works with high-net-worth individuals and has experience in managing complex financial portfolios.
Fees & Compensation:
Keffer Financial Planning charges a fee for its advisory services based on a percentage of the client’s AUM. The firm’s fees are competitive with industry standards and may vary depending on the complexity of the client’s financial situation. Keffer Financial Planning operates on a fee-only structure, meaning it does not receive any commissions or incentives for recommending specific products to clients.
Background:
Keffer Financial Planning was founded by John Keffer, who has over 25 years of experience in the financial industry. He has a strong background in investment management and has worked with some of the top financial firms in the country. Under his leadership, Keffer Financial Planning has grown to become a respected name in the industry, known for its financial expertise and exceptional client service.
Financial Advisor Disclosures to Know:
As a registered investment advisor, Keffer Financial Planning is committed to transparency and compliance with all industry regulations. The firm has no legal or disciplinary actions against it and has a clean regulatory record. Clients can access the firm’s Form ADV, which outlines its services, fees, and potential conflicts of interest, on the Securities and Exchange Commission’s website. Additionally, Keffer Financial Planning discloses any potential conflicts of interest to clients in writing and obtains their consent before providing any services.