Keel & Long Financial Management, LLC logo

Keel & Long Financial Management, LLC

Updated today

Client assets under management

$75,000,000

Clients

161

14% high-net-worth

Advisors

2

of 2 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

Clients per advisor

81

High

Average account size

$465,839

About

Keel & Long Financial Management, LLC is a fee-only registered investment adviser that provides portfolio management, financial planning, and consulting to individuals (including high‑net‑worth clients) and small businesses. The firm delivers both discretionary and non‑discretionary managed accounts and prepares written investment strategies tailored to client goals.

The firm’s investment process is individualized around client objectives, time horizon, and risk tolerance and may incorporate asset allocation, dollar‑cost averaging, technical analysis, and both long‑ and short‑term trading as appropriate. Accounts are reviewed at least quarterly by the firm’s principals, clients receive regular custodial statements, and clients may impose written restrictions on their portfolios.

Distinctively, the firm sponsors a wrap fee program and manages wrap accounts alongside standard advisory relationships, an arrangement that is relatively uncommon among peers with a similar advisor structure. It also provides employer‑sponsored retirement plan services (investment policy development, monitoring, participant education) and operates with an independent custodian for execution and direct fee debit, with no other broker‑dealer or commodity affiliations.

Client services

Financial planning Portfolio management

Expertise

Annuities

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Fee options

Fixed

Fixed fees for financial planning projects range from $2,000 to $20,000

Percentage

$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%

Project-based

$250 - $350 per hour

Other

Minimum fee: $250 minimum annual fee Fee-only: Fee-only advisory services

Main office location

Keel & Long Financial Management, LLC

2408 Charles Blvd, Suite 4

Greenville NC 27858, United States

Number of offices

1

Most active in

North Carolina

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Don K

CFP®, Series 63, Series 65

Greenville, NC

Keel & Long Financial Management, LLC

Don Keel is a CFP® professional with 17 years of industry experience, currently serving at Keel & Long Financial Management, LLC since 2018. Prior to that, he worked with First Command Advisory Services and affiliated firms from 2009 to 2018. Outside of his advisory role, he is president of Don Keel Financial Group, Inc. Keel & Long Financial Management serves individual and high-net-worth clients as well as small businesses, providing discretionary and non-discretionary portfolio management, financial planning, and managed account programs. The firm tailors its advisory process to client objectives and risk tolerances and sponsors a wrap fee program, an uncommon service for a small adviser team.

Annuities
user avatar

Thomas L

Series 63, Series 65

Greenville, NC

Keel & Long Financial Management, LLC

Thomas Long is a financial advisor with Keel & Long Financial Management, LLC, holding Series 63 and Series 65 licenses and 14 years of industry experience. He has worked at Keel & Long since 2018 and previously held roles at First Command Advisory Services and related First Command entities from 2011 to 2018. Outside of his advisory work, he serves as president of Long Financial Management, Inc. Keel & Long Financial Management serves individual and high-net-worth clients as well as small businesses, offering portfolio management, financial planning, and managed account programs. The firm uses a tailored advisory process incorporating asset allocation, dollar-cost averaging, and technical analysis, and sponsors a wrap fee program, which is uncommon among firms of its size.

Annuities
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