Fee-only adviser · Overland Park, KS
Keen Wealth Advisors
Keen Wealth Advisors is a fee-only investment adviser registered with the U.S. Securities and Exchange Commission, with its main office in Overland Park, Kansas. On its latest Form ADV, filed March 20, 2026, it reports $1.2B in regulatory assets under management, 1,014 individual clients and 30 employees who give investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | SEC-registered |
|---|---|
| Firm CRD number | 170293 · SEC file 801-79725 |
| Office | 7500 College Blvd., Suite 1000 Overland Park, KS 66210 |
| Phone | (913) 624-1841 |
| Website | www.keenwealthadvisors.com |
| Regulatory assets under management | $1.2B ($1.2B discretionary) |
| Individual clients | 610 non-high-net-worth, 404 high-net-worth |
| Financial planning clients | 0 |
| How it charges | Percentage of assets, Hourly, Fixed fee |
| Services | Financial planning, Portfolio management, Pension consulting, Selection of other advisers, Educational seminars |
| Employees | 30 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | March 20, 2026 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- It offers hourly or fixed-fee arrangements, so you may be able to pay for a plan without handing over your investments.
- It also charges a percentage of assets managed for ongoing investment management.
- Most of its individual clients are not high-net-worth, so it is likely to work with people who are still building assets.
- It provides financial planning services, not only portfolio management.
- It sponsors or manages a wrap fee program; ask what the bundled fee covers.
- It reports no disciplinary history on Form ADV.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
Other fee-only advisers in Overland Park
- Lexaurum Advisors $1.3B
- PCG Wealth Management $931M
- Caliber Wealth Management, LLC $1.8B
- S&A Financial Services, Inc. $392M
- Midwest Financial Group LLC $566M
- Legacy Financial Strategies, LLC $952M
See all 55 fee-only advisers in Overland Park →
Nearby
- Lenexa 2 firms
- Leawood 11 firms
- Prairie Village 2 firms
- Shawnee 3 firms
- Shawnee Mission 1 firm
- Olathe 1 firm
- Mission 4 firms
- Mission Woods 1 firm
Comparing several firms? Tell us what you need and we will suggest fee-only advisers that fit. Work at Keen Wealth Advisors? Update this listing.