# KEENER FINANCIAL PLANNING, LLC

KEENER FINANCIAL PLANNING, LLC of KELLER, TX is an SEC-registered investment adviser.

## Registration

- CRD: 147615
- Type: SEC-registered investment adviser
- SEC file number: 801-115127
- Location: 1692 KELLER PARKWAY, KELLER, TX, 76248
- Phone: 817-993-0401
- Latest filing: 2026-07-20
- Regulatory AUM: $479.0M
- Discretionary AUM: $478.6M
- Non-discretionary AUM: $439K
- Clients: 12
- Accounts: 767

## Business model

- Compensation: Hourly, Fixed
- Clients served: Individuals, High net worth, Pensions

## Officers, owners & control persons (9)

| Name | Role | Location |
| --- | --- | --- |
| Jean Elizabeth Keener | MEMBER/CHIEF COMPLIANCE OFFICER; TRUSTEE | — |
| Rachel Paige Songer | FINANCIAL PLANNER | — |
| Kelli Hinton | DIRECTOR OF OPERATIONS | — |
| Samuel David Pond | FINANCIAL PLANNER | — |
| KEENER JEAN ELIZABETH | CHIEF COMPLIANCE OFFICER; MEMBER; MEMBER/CHIEF COMPLIANCE OFFICER (+1 more) | — |
| SONGER RACHEL PAIGE | FINANCIAL PLANNER | — |
| Hinton Kelli | DIRECTOR OF OPERATIONS | — |
| POND SAMUEL DAVID | FINANCIAL PLANNER | — |
| Steven Andrew Myers | FINANCIAL PLANNER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/147615/brochure
- Similar advisers: https://search.stillhousedata.com/firm/147615/similar
- Related entities: https://search.stillhousedata.com/firm/147615/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/147615

---

Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.