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Keen Wealth Advisors

Updated today

Client assets under management

$1,224,985,342

Clients

1,014

40% high-net worth

Advisors

21

of 30 employees

Firm type

Team

4-10 advisors or $500M+ in AUM

Clients per advisor

48

Low

Average account size

$1,208,072

About

Keen Wealth Advisors focuses on clients planning for and living in retirement, serving individuals (including high‑net‑worth households), trusts, pension and profit‑sharing plans, and other business entities with comprehensive portfolio management, financial planning, and retirement plan services. The firm reports roughly $1.23 billion in assets under management, manages the vast majority of those assets on a discretionary basis, and also offers educational events and legacy third‑party money‑manager relationships for existing clients.

Keen delivers discretionary portfolio management that generally includes a written financial plan as part of the service and implements portfolios using ETFs, mutual funds, individual stocks and bonds with periodic rebalancing and model adjustments. The ADV describes a multi‑method investment analysis framework (including fundamental, technical/momentum, cyclical and money‑flow techniques) and discloses use of an institutional technology platform for reporting, billing and a secure client document portal.

Noteworthy disclosures in the brochure include that the firm uses client testimonials in its advertising and that most clients are served through a wrap‑fee program while third‑party manager services are limited to legacy clients. The ADV also highlights potential conflicts from certain personnel maintaining broker‑dealer and insurance capacities in a separate capacity and discloses prior disciplinary actions involving a managing member, which the firm addresses in its conflicts and supervision policies.

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops

Expertise

General retirement planning Retirement income strategy Charitable giving & philanthropy Retirement plans for business owners (SEP, solo 401k)

Fee options

Fixed

Fixed fees negotiable based on scope and complexity, not exceeding $1,200 prepaid more than 6 months in advance

Percentage

Up to 2.0% annually, tiered and negotiable based on assets and other factors

Commissions

Commissions received by investment adviser representatives for insurance and broker-dealer activities; may offset advisory fees up to 100% of commissions

Project-based

Hourly fees negotiable based on scope and complexity

Other

Fee-only: Hourly fees negotiable, retainer equal to 50% of estimated total, remainder billed upon delivery; fixed fees negotiable, not more than $1,200 prepaid more than 6 months in advance

Main office location

Keen Wealth Advisors

7500 College Blvd., Suite 1000

Overland Park KS 66210, United States

Number of offices

1

Most active in

Alaska · Arizona · Arkansas · California · Colorado · Florida · Georgia · Illinois · Iowa · Kansas · Louisiana · Maryland · Michigan · Minnesota · Missouri · Nebraska · North Carolina · Ohio · Oklahoma · Tennessee · Texas · Virginia · Washington

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

Luke D

Series 65

Overland Park, KS

Keen Wealth Advisors

Luke Dandar is a financial advisor at Keen Wealth Advisors with a Series 65 designation and one year of industry experience. His prior work includes roles at Stepp & Rothwell, Central Trust, and Central Bank of the Midwest. Keen Wealth Advisors serves individuals planning for and in retirement, including high-net-worth clients, as well as trusts, pension and profit-sharing plans, and business entities. The firm provides comprehensive portfolio management, financial planning, and retirement-plan advisory services, managing approximately $1.04 billion in client assets through discretionary account management and a blend of fundamental and technical analysis.

General retirement planning Retirement income strategy Charitable giving & philanthropy Retirement plans for business owners (SEP, solo 401k)
user avatar

Tyler J

Series 65

Overland Park, KS

Keen Wealth Advisors

Tyler Jouret is a financial advisor at Keen Wealth Advisors with a Series 65 designation and experience in the industry since 2023. Prior to joining Keen Wealth Advisors, he served in the U.S. Army from 2015 to 2019 and currently holds the rank of Staff Sergeant in the Kansas Army National Guard, where he supervises a HIMARS artillery crew. Keen Wealth Advisors serves individuals planning for and in retirement, including high-net-worth clients, as well as trusts, pension and profit-sharing plans, and business entities. The firm offers comprehensive portfolio management, financial planning, and retirement-plan advisory services, managing approximately $1.04 billion in client assets through discretionary account management and a combination of fundamental and technical analysis.

General retirement planning Retirement income strategy Charitable giving & philanthropy Retirement plans for business owners (SEP, solo 401k)
user avatar

Quinton V

Series 65

Overland Park, KS

Keen Wealth Advisors

Quinton Vlach is a financial advisor with Keen Wealth Advisors, holding a Series 65 license and one year of industry experience. His prior work includes roles at Prosperity Planning Inc. and Powercat Financial, as well as various positions connected to Kansas State University. Outside of finance, he has managed a lawn care business for six years. Keen Wealth Advisors serves individuals planning for and in retirement, including high-net-worth clients, as well as trusts, pension and profit-sharing plans, and business entities. The firm offers comprehensive portfolio management and financial planning, typically managing accounts on a discretionary basis using a mix of fundamental and technical analysis.

General retirement planning Retirement income strategy Charitable giving & philanthropy Retirement plans for business owners (SEP, solo 401k)
user avatar

William K

Series 63, Series 65

Overland Park, KS

Keen Wealth Advisors

William Keen is a financial advisor with Keen Wealth Advisors in Overland Park, KS. He holds Series 63 and Series 65 licenses and has 33 years of industry experience. Prior to joining Keen Wealth Advisors in 2014, he worked elsewhere in the financial sector. Outside of his advisory role, Keen is an author and volunteers as a pilot for the nonprofit Angel Flight, where he also serves as treasurer. Keen Wealth Advisors serves individuals planning for and in retirement, including high-net-worth clients, as well as trusts, pension and profit-sharing plans, and business entities. The firm provides comprehensive portfolio management, financial planning, and retirement-plan advisory services, managing approximately $1.04 billion in client assets with a discretionary approach that integrates written financial plans and active portfolio management.

General retirement planning Retirement income strategy Charitable giving & philanthropy Retirement plans for business owners (SEP, solo 401k)
user avatar

Elijah F

Series 65

Overland Park, KS

Keen Wealth Advisors

Elijah Fleming is a financial advisor at Keen Wealth Advisors in Overland Park, KS, holding a Series 65 designation. He has recently started his career in the industry and has prior experience working at the University of Missouri - Columbia and in concessions roles at state parks. Keen Wealth Advisors serves individuals planning for and in retirement, including high-net-worth clients, as well as trusts, pension and profit-sharing plans, and business entities. The firm offers comprehensive portfolio management, financial planning, and retirement-plan advisory services, managing approximately $1.04 billion in client assets with a focus on discretionary account management and a blend of fundamental and technical analysis.

General retirement planning Retirement income strategy Charitable giving & philanthropy Retirement plans for business owners (SEP, solo 401k)
user avatar

Noah W

CFP®, Series 65

Overland Park, KS

Keen Wealth Advisors

Noah Wildman is a CFP® with three years of industry experience, currently serving as a financial advisor at Keen Wealth Advisors. Prior to joining Keen Wealth Advisors, he held positions at Arrow Wealth Advisors and worked in various roles outside finance, including at Candlewood Liquor and Pepsi-Cola Manhattan. Keen Wealth Advisors primarily serves individuals planning for and in retirement, including high-net-worth clients, as well as trusts, pension and profit-sharing plans, and business entities. The firm provides comprehensive portfolio management, financial planning, and retirement-plan advisory services, managing approximately $1.04 billion in client assets through discretionary account management and a combination of fundamental and technical analysis.

General retirement planning Retirement income strategy Charitable giving & philanthropy Retirement plans for business owners (SEP, solo 401k)
user avatar

Sherri B

CFP®, Series 66

Overland Park, KS

Keen Wealth Advisors

Sherri Bliss is a Certified Financial Planner® with eight years of industry experience, currently serving at Keen Wealth Advisors. Her prior roles include positions at Chinquapin Trust Company, ERSI Wealth Management, and Edward Jones. She also holds life, health, and variable insurance licenses but is not actively engaged in insurance sales. Keen Wealth Advisors serves individuals planning for and in retirement, including high-net-worth clients, trusts, pension and profit-sharing plans, and business entities. The firm provides comprehensive portfolio management and financial planning with a focus on discretionary account management, integrating written financial plans with active portfolio oversight.

General retirement planning Retirement income strategy Charitable giving & philanthropy Retirement plans for business owners (SEP, solo 401k)
user avatar

William M

CFP®, Series 65

Overland Park, KS

Keen Wealth Advisors

William Mc Donald is a CFP® and holds a Series 65 license, with four years of industry experience. He currently works at Keen Wealth Advisors and previously held roles at Creative Planning, LLC, and Security Bank of Kansas City. Keen Wealth Advisors serves individuals planning for and in retirement, including high-net-worth clients, as well as trusts, pension and profit-sharing plans, and business entities. The firm provides comprehensive portfolio management, financial planning, and retirement-plan advisory services, managing approximately $1.04 billion in client assets with a discretionary approach that integrates written financial plans and active portfolio management.

General retirement planning Retirement income strategy Charitable giving & philanthropy Retirement plans for business owners (SEP, solo 401k)
user avatar

Jeb F

CFP®, Series 65

Overland Park, KS

Keen Wealth Advisors

Jeb Flynn is a CFP® and Series 65-licensed financial advisor with six years of industry experience, currently with Keen Wealth Advisors. His prior roles include positions at Sound Stewardship, LLC and American Lawn and Landscape. Since June 2024, he has served as an adjunct professor at Kansas State University, teaching financial planning courses. Keen Wealth Advisors serves individuals planning for and in retirement, including high-net-worth clients, trusts, pension and profit-sharing plans, and business entities. The firm offers comprehensive portfolio management, financial planning, and retirement-plan advisory services, managing over $1 billion in client assets through discretionary account management and a blend of fundamental and technical analysis methods.

General retirement planning Retirement income strategy Charitable giving & philanthropy Retirement plans for business owners (SEP, solo 401k)
user avatar

Ryan K

CFP®, Series 65

Overland Park, KS

Keen Wealth Advisors

Ryan Kohr is a CFP® with three years of industry experience, currently serving as a financial advisor at Keen Wealth Advisors. Prior to joining Keen Wealth Advisors, he worked at Powercat Financial and has a background that includes roles at Kansas State University and Camp Wood YMCA. Keen Wealth Advisors primarily serves individuals planning for and in retirement, including high-net-worth clients, as well as trusts, pension and profit-sharing plans, and business entities. The firm offers comprehensive portfolio management and financial planning services, managing approximately $1.04 billion in client assets through discretionary account management and a combination of fundamental and technical analysis.

General retirement planning Retirement income strategy Charitable giving & philanthropy Retirement plans for business owners (SEP, solo 401k)
user avatar

Joshua H

CFP®, Series 65

Overland Park, KS

Keen Wealth Advisors

Joshua Hill is a CFP® with five years of industry experience, currently serving as a financial advisor at Keen Wealth Advisors since 2019. Prior to joining Keen, he worked at EY from 2015 to 2019. Hill holds an active CPA designation but does not offer accounting or tax services to his advisory clients. Keen Wealth Advisors primarily serves individuals planning for and in retirement, including high-net-worth clients, as well as trusts, pension and profit-sharing plans, and business entities. The firm provides comprehensive portfolio management, financial planning, and retirement-plan advisory services, managing approximately $1.04 billion in client assets through discretionary account management and a combination of fundamental and technical analysis.

General retirement planning Retirement income strategy Charitable giving & philanthropy Retirement plans for business owners (SEP, solo 401k)
user avatar

Hunter S

Series 65

Overland Park, KS

Keen Wealth Advisors

Hunter Smith is a financial advisor at Keen Wealth Advisors with one year of industry experience. He holds a Series 65 designation and has previously worked at Financial Avenues LLC, Central Bank of Warrensburg, and the University of Central Missouri. Keen Wealth Advisors serves individuals planning for and in retirement, including high-net-worth clients, as well as trusts, pension and profit-sharing plans, and business entities. The firm provides comprehensive portfolio management, financial planning, and retirement-plan advisory services, managing approximately $1.04 billion in client assets through discretionary account management and a combination of fundamental and technical analysis methods.

General retirement planning Retirement income strategy Charitable giving & philanthropy Retirement plans for business owners (SEP, solo 401k)
user avatar

Benton S

Series 63, Series 66

Overland Park, KS

Keen Wealth Advisors

Benton Stockert is a financial advisor at Keen Wealth Advisors with four years of industry experience. He holds Series 63 and Series 66 licenses. Prior to joining Keen Wealth Advisors, he worked at Charles Schwab Bank, SSB and Charles Schwab & Co., Inc. Benton’s background also includes roles in campus acquisitions and asset management. Keen Wealth Advisors primarily serves individuals planning for and in retirement, including high-net-worth clients, as well as trusts, pension and profit-sharing plans, and business entities. The firm offers comprehensive portfolio management and financial planning, managing approximately $1.04 billion in client assets through discretionary account management that integrates written financial plans with active portfolio strategies.

General retirement planning Retirement income strategy Charitable giving & philanthropy Retirement plans for business owners (SEP, solo 401k)
user avatar

Matthew W

CFP®, Series 66

Overland Park, KS

Keen Wealth Advisors

Matthew Wilson is a CFP® with 21 years of experience, currently serving as an advisor at Keen Wealth Advisors. He has been with Keen Wealth Advisors since 2014 and holds a Series 66 license. Outside of his advisory role, Wilson is involved in several automobile-related ventures, including ownership and operation of racing and driving event LLCs. Keen Wealth Advisors primarily serves individuals planning for and in retirement, including high-net-worth clients, as well as trusts, pension and profit-sharing plans, and business entities. The firm offers comprehensive portfolio management, financial planning, and retirement-plan advisory services, managing approximately $1.04 billion in client assets through discretionary account management and a blend of fundamental and technical analysis.

General retirement planning Retirement income strategy Charitable giving & philanthropy Retirement plans for business owners (SEP, solo 401k)
user avatar

James F

Series 65

Overland Park, KS

Keen Wealth Advisors

James Forsyth is a financial advisor at Keen Wealth Advisors in Overland Park, KS, holding a Series 65 designation with approximately one year of experience in the advisory field. He previously served 20 years in the United States Army before retiring and held a role at Open Petal Farm. Keen Wealth Advisors serves individuals planning for and in retirement, including high-net-worth clients, as well as trusts, pension and profit-sharing plans, and business entities. The firm provides portfolio management, financial planning, and retirement-plan advisory services, managing over $1 billion in client assets through a combination of discretionary account management and active portfolio strategies.

General retirement planning Retirement income strategy Charitable giving & philanthropy Retirement plans for business owners (SEP, solo 401k)
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