Keffer Financial Planning
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
30
0% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
30
TypicalAverage account size
$0
About
The firm provides financial planning and investment consultation to individuals, trusts, estates, charitable organizations, small businesses and professionals. Services described in the brochure include cash‑flow and debt management, retirement, tax and estate planning, college planning, divorce financial analysis, and periodic investment consultations and educational workshops.
The firm’s advice is built around asset‑allocation models from sources such as MoneyGuidePro, Morningstar and Vanguard and favors a long‑term, buy‑and‑hold approach with periodic rebalancing. It does not maintain client assets for ongoing discretionary management and commonly charges hourly or project‑based fees rather than percentage‑of‑assets fees.
Notable aspects include the principal’s long professional background in life, annuity and insurance businesses and multiple planning credentials (CFP, CDFA, ChFC, CLU), which the brochure highlights in connection with risk‑management and divorce financial work. As a small, solo, fee‑only practice with roughly 30 clients, the firm states it does not custody client assets, does not vote proxies, and offers public educational workshops and collaborative‑divorce financial neutral services that are less common among peers.
Client services
Financial planning
Educational seminars or workshops
Expertise
General retirement planning
Tax strategies for small businesses
Divorce financial planning
Cash flow / budgeting
Occupation focus
Founder/Business Owner
Fee options
$265.00 per hour
Fee-only: Fees are charged on an hourly basis at $265.00 per hour. Total fees for broad-based financial plans may range from $2,500 to $15,000; divorce financial analysis and employer retirement plan work fees typically range from $5,000 to $20,000.
Main office location
Keffer Financial Planning
1011 Lake Street, #406
Oak Park IL 60301, United States
Number of offices
1
Most active in
Keffer Financial Planning has reported serving >5 clients in these states in the last 12 months.
Illinois
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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.
Forms ADV
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