Keefer Pension Consulting, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$197,029,370
Total clients
37
30% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
37
Average account size
$5,325,118
About
Keefer Pension Consulting, Inc. provides investment advisory and retirement-plan consulting services to individuals, high‑net‑worth individuals, trusts, estates and employer‑sponsored retirement plans. The firm offers wealth management and financial planning alongside retirement plan advisory work, including plan design, vendor analysis and ongoing investment oversight.
Keefer delivers portfolio management on a non‑discretionary basis, employing fundamental analysis and a primarily long‑term approach that favors low‑cost diversified mutual funds, ETFs, bonds and select individual securities. For employer clients the firm acts as an ERISA 3(21) fiduciary and couples investment recommendations with participant education, enrollment tracking, performance reporting and ERISA 404(c) assistance.
Noteworthy for a small independent advisor, Keefer manages roughly $197 million through a concentrated set of client relationships and reports all assets as non‑discretionary, a combination that is uncommon among peers. The firm’s retirement practice emphasizes sponsor‑focused services—regular on‑site advisor visits, company‑wide plan participant surveys and direct participant outreach and education—beyond the more typical individual wealth‑management offerings.
Client services
Expertise
Occupation focus
Fee options
$0 - / Not explicitly defined: 0.20% to 1.00% depending on size and complexity for Retirement Plan Advisory Services $0 - / Not explicitly defined: 0.20% to 1.00% depending on size and complexity for Wealth Management Services
Main office location
Keefer Pension Consulting, Inc.
400 Continental Boulevard, 6 Th Floor
El Segundo CA 90245, United States
Number of offices
1
Most active in
California
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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