KEEN WEALTH ADVISORS

7500 College Blvd., Suite 1000
Overland Park, Kansas 66210
Tel: (913) 624-1841

About KEEN WEALTH ADVISORS

KEEN WEALTH ADVISORS, formally registered with the SEC as KEEN WEALTH ADVISORS. The firm was established in 05/23/2014. They have over 1 offices throughout the country.

KEEN WEALTH ADVISORS is a Overland Park, Kansas based Financial Planning firm with nearly $914,904,729 assets under management, offering retirement planning & investment advisory services to 2386 clients. The firm is staffed with 24 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	170293
SEC#	801-79725
Assets Managed by Firm	$914,904,729
No. of Clients	2386
No. of Advisors	24

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Pesnsion consulting services
Selection for other advisors

Firm Client Information

	No. of Clients	AUM
Firm Total	2386	$914,904,729
Individuals (other than high net worth individuals)	519	$178,079,501
High net worth individuals	341	$727,886,577
Pension and profit sharing plans	Fewer than 5 clients	$2,357,076
Charitable organizations	Fewer than 5 clients	$4,288,724
Corporations or other businesses	Fewer than 5 clients	$2,292,851

More Retirement Planning firms in Overland Park, Kansas:

Firm Name	Assets Under Management	Total Clients	Total Advisors
ONEDIGITAL INVESTMENT ADVISORS 11101 Switzer Road, Suite 200 Overland Park, KS, 66210	$107,102,338,153	57121	550
MARINER WEALTH 5700 W. 112th Street, Suite 500 Overland Park, KS, 66211	$81,106,925,484	132567	1498
PALMER SQUARE CAPITAL MANAGEMENT LLC 1900 Shawnee Mission Parkway, Suite 315 Mission Woods, KS, 66205	$22,544,205,893	149	56
FCI ADVISORS 5901 College Boulevard, Suite 110 Overland Park, KS, 66211	$15,083,813,669	14421	68
KORNITZER CAPITAL MANAGEMENT, INC. 5420 West 61st Place Mission, KS, 66205-3084	$7,212,926,049	5032	40

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