Advisor at Keel & Long Financial Management, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Keel & Long Financial Management, LLC
Location
Greenville, NC 27858
Credentials
CFP®, Series 63, Series 65
Industry experience
17 years
Fixed fees for financial planning consulting services ranging from $2,000 to $20,000 per project
$0 - $50,000: 1.35% $50,001 - $500,000: 1.25% $500,001 - $1,000,000: 1.00% $1,000,001 - $2,000,000: 0.80% $2,000,001+: 0.60%
$250 - $350 per hour for financial planning services
Minimum fee: $250 minimum annual fee Fee-only: Financial planning fees charged as fixed fees ($2,000 to $20,000 per project) or hourly fees ($250 - $350 per hour)
Keel and Long Financial Management
2018 - Present (8 years)
First Command Advisory Services
2015 - 2018 (3 years)
First Command Financial Planning, Inc.
2009 - 2018 (9 years)
First Command Financial Services, Inc.
2009 - 2018 (9 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Series 66
Greenville, NC
Edward Jones
CFP®, Series 63
Greenville, NC
Edward Jones
Series 66
Greenville, NC
Edward Jones
Series 66
Greenville, NC
Edward Jones
Series 66
Farmville, NC
Edward Jones
Series 63, Series 66
Farmville, NC
Edward Jones
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")