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KEENER FINANCIAL PLANNING

KELLER, TX · CRD 147615 · IAPD ↗ · keenerfinancialplanning.com · 817-993-0401

$479.0MRegulatory AUM
10Advisory reps
12Employees
370Clients
More than 500Planning clients
0Private funds
18States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

47
August 2026 — KEENER FINANCIAL PLANNING notice-filed in MO, NE.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
28
June 2026 — KEENER FINANCIAL PLANNING changed its website from objectivefinancialplanning.com to keenerfinancialplanning.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
45
February 2026 — KEENER FINANCIAL PLANNING notice-filed in OK.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
61
February 2026 — KEENER FINANCIAL PLANNING reports More than 500 financial-planning clients, up from 251-500.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
64
February 2026 — KEENER FINANCIAL PLANNING reported RAUM up 32% ($362.8M -> $479.0M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software
28
August 2025 — KEENER FINANCIAL PLANNING changed its website from keenermoney.com to objectivefinancialplanning.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
47
August 2025 — KEENER FINANCIAL PLANNING notice-filed in AR, IL.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
47
February 2025 — KEENER FINANCIAL PLANNING notice-filed in NY, VA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
51
November 2024 — KEENER FINANCIAL PLANNING notice-filed in AZ, CA, GA, NH.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
28
September 2024 — KEENER FINANCIAL PLANNING changed its website from keenerfinancial.com to keenermoney.com.
Primary website domain changed (social-media URLs ignored) — usually a rebrand or new site.
Marketing & brand
45
September 2024 — KEENER FINANCIAL PLANNING notice-filed in PA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
45
March 2024 — KEENER FINANCIAL PLANNING notice-filed in LA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
64
March 2024 — KEENER FINANCIAL PLANNING reported RAUM up 32% ($221.7M -> $293.7M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.