KEENER FINANCIAL PLANNING, LLC
Legal name: KEENER FINANCIAL PLANNING
CRD #147615 SEC #801-115127 KELLER, TX 817-993-0401
SEC Registered
Total AUM
$362.8M
Discretionary
$362.5M
Employees
11
Clients
251
Accounts
658
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Jul 2025 | $362.8M | $362.5M | $264.5K | 11 | 326 |
| Jul 2025 | $362.8M | $362.5M | $264.5K | 11 | 326 |
| Jan 2025 | $362.8M | $362.5M | $264.5K | 11 | 326 |
| Jan 2025 | $362.8M | $362.5M | $264.5K | 11 | 326 |
| Oct 2024 | $293.7M | $293.5M | $266.6K | 10 | 282 |
| Aug 2024 | $293.7M | $293.5M | $266.6K | 10 | 282 |
| Jun 2024 | $293.7M | $293.5M | $266.6K | 10 | 282 |
| Apr 2024 | $293.7M | $293.5M | $266.6K | 10 | 282 |
| Feb 2024 | $293.7M | $293.5M | $266.6K | 10 | 282 |
| Oct 2023 | $221.7M | $219.2M | $2.5M | 9 | 260 |
| May 2023 | $221.7M | $219.2M | $2.5M | 9 | 260 |
| Jan 2023 | $221.7M | $219.2M | $2.5M | 9 | 260 |
| Oct 2022 | $215.2M | $212.5M | $2.7M | 8 | 301 |
| Jun 2022 | $215.2M | $212.5M | $2.7M | 8 | 301 |
| Apr 2022 | $215.2M | $212.5M | $2.7M | 8 | 301 |
| Mar 2022 | $215.2M | $212.5M | $2.7M | 8 | 301 |
| Mar 2022 | $215.2M | $212.5M | $2.7M | 8 | 301 |
| Feb 2022 | $215.2M | $212.5M | $2.7M | 8 | 301 |
| Feb 2022 | $215.2M | $212.5M | $2.7M | 8 | 301 |
| Jan 2022 | $215.2M | $212.5M | $2.7M | 8 | 301 |
| Oct 2021 | $191.3M | $185.2M | $6.1M | 7 | 261 |
| Jul 2021 | $191.3M | $185.2M | $6.1M | 7 | 261 |
| Jun 2021 | $191.3M | $185.2M | $6.1M | 7 | 261 |
| May 2021 | $191.3M | $185.2M | $6.1M | 7 | 261 |
| Apr 2021 | $191.3M | $185.2M | $6.1M | 7 | 261 |
| Jan 2021 | $191.3M | $185.2M | $6.1M | 7 | 261 |
| Nov 2020 | $148.6M | $141.8M | $6.8M | 7 | 209 |
| Sep 2020 | $148.6M | $141.8M | $6.8M | 7 | 209 |
| Aug 2020 | $148.6M | $141.8M | $6.8M | 7 | 209 |
| Apr 2020 | $148.6M | $141.8M | $6.8M | 7 | 209 |
| Feb 2020 | $148.6M | $141.8M | $6.8M | 7 | 209 |
| Dec 2019 | $119.3M | $114.4M | $4.9M | 4 | 185 |
| Jun 2019 | $119.3M | $114.4M | $4.9M | 4 | 185 |
| Apr 2019 | $119.3M | $114.4M | $4.9M | 4 | 185 |
| Mar 2019 | $119.3M | $114.4M | $4.9M | 4 | 185 |
DateJul 2025
Total AUM$362.8M
Discretionary$362.5M
Non-Disc.$264.5K
Employees11
Clients326
DateJul 2025
Total AUM$362.8M
Discretionary$362.5M
Non-Disc.$264.5K
Employees11
Clients326
DateJan 2025
Total AUM$362.8M
Discretionary$362.5M
Non-Disc.$264.5K
Employees11
Clients326
DateJan 2025
Total AUM$362.8M
Discretionary$362.5M
Non-Disc.$264.5K
Employees11
Clients326
DateOct 2024
Total AUM$293.7M
Discretionary$293.5M
Non-Disc.$266.6K
Employees10
Clients282
DateAug 2024
Total AUM$293.7M
Discretionary$293.5M
Non-Disc.$266.6K
Employees10
Clients282
DateJun 2024
Total AUM$293.7M
Discretionary$293.5M
Non-Disc.$266.6K
Employees10
Clients282
DateApr 2024
Total AUM$293.7M
Discretionary$293.5M
Non-Disc.$266.6K
Employees10
Clients282
DateFeb 2024
Total AUM$293.7M
Discretionary$293.5M
Non-Disc.$266.6K
Employees10
Clients282
DateOct 2023
Total AUM$221.7M
Discretionary$219.2M
Non-Disc.$2.5M
Employees9
Clients260
DateMay 2023
Total AUM$221.7M
Discretionary$219.2M
Non-Disc.$2.5M
Employees9
Clients260
DateJan 2023
Total AUM$221.7M
Discretionary$219.2M
Non-Disc.$2.5M
Employees9
Clients260
DateOct 2022
Total AUM$215.2M
Discretionary$212.5M
Non-Disc.$2.7M
Employees8
Clients301
DateJun 2022
Total AUM$215.2M
Discretionary$212.5M
Non-Disc.$2.7M
Employees8
Clients301
DateApr 2022
Total AUM$215.2M
Discretionary$212.5M
Non-Disc.$2.7M
Employees8
Clients301
DateMar 2022
Total AUM$215.2M
Discretionary$212.5M
Non-Disc.$2.7M
Employees8
Clients301
DateMar 2022
Total AUM$215.2M
Discretionary$212.5M
Non-Disc.$2.7M
Employees8
Clients301
DateFeb 2022
Total AUM$215.2M
Discretionary$212.5M
Non-Disc.$2.7M
Employees8
Clients301
DateFeb 2022
Total AUM$215.2M
Discretionary$212.5M
Non-Disc.$2.7M
Employees8
Clients301
DateJan 2022
Total AUM$215.2M
Discretionary$212.5M
Non-Disc.$2.7M
Employees8
Clients301
DateOct 2021
Total AUM$191.3M
Discretionary$185.2M
Non-Disc.$6.1M
Employees7
Clients261
DateJul 2021
Total AUM$191.3M
Discretionary$185.2M
Non-Disc.$6.1M
Employees7
Clients261
DateJun 2021
Total AUM$191.3M
Discretionary$185.2M
Non-Disc.$6.1M
Employees7
Clients261
DateMay 2021
Total AUM$191.3M
Discretionary$185.2M
Non-Disc.$6.1M
Employees7
Clients261
DateApr 2021
Total AUM$191.3M
Discretionary$185.2M
Non-Disc.$6.1M
Employees7
Clients261
DateJan 2021
Total AUM$191.3M
Discretionary$185.2M
Non-Disc.$6.1M
Employees7
Clients261
DateNov 2020
Total AUM$148.6M
Discretionary$141.8M
Non-Disc.$6.8M
Employees7
Clients209
DateSep 2020
Total AUM$148.6M
Discretionary$141.8M
Non-Disc.$6.8M
Employees7
Clients209
DateAug 2020
Total AUM$148.6M
Discretionary$141.8M
Non-Disc.$6.8M
Employees7
Clients209
DateApr 2020
Total AUM$148.6M
Discretionary$141.8M
Non-Disc.$6.8M
Employees7
Clients209
DateFeb 2020
Total AUM$148.6M
Discretionary$141.8M
Non-Disc.$6.8M
Employees7
Clients209
DateDec 2019
Total AUM$119.3M
Discretionary$114.4M
Non-Disc.$4.9M
Employees4
Clients185
DateJun 2019
Total AUM$119.3M
Discretionary$114.4M
Non-Disc.$4.9M
Employees4
Clients185
DateApr 2019
Total AUM$119.3M
Discretionary$114.4M
Non-Disc.$4.9M
Employees4
Clients185
DateMar 2019
Total AUM$119.3M
Discretionary$114.4M
Non-Disc.$4.9M
Employees4
Clients185