AdvisorOS Directory
Claim Profile
KH

Kelli Hinton

KEENER FINANCIAL PLANNING, LLC·KELLER, Texas
Unclaimed Profile
1692 KELLER PARKWAY, KELLER, TX 76248CRD# 7377189Firm CRD# 147615
01

About

Kelli Hinton is a registered financial advisor based in KELLER, Texas, affiliated with KEENER FINANCIAL PLANNING, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
KEENER FINANCIAL PLANNING, LLC
KEENER FINANCIAL PLANNING
AUM
$294M
Regulatory assets under management
Employees
10
Total firm employees
View all advisors at KEENER FINANCIAL PLANNING, LLC →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Charitable organization or education services
04

Background

Compensation
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 7377189
Firm CRD# 147615
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in KELLER?

Browse all registered financial advisors in KELLER, Texas or claim this profile if it's yours.

Browse KELLER AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Kelli Hinton offer?
Kelli Hinton specializes in Financial Planning, Investment Management. Contact their office in KELLER, Texas for a consultation.
What are Kelli Hinton's credentials?
Kelli Hinton is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Kelli Hinton located?
Kelli Hinton is based in KELLER, Texas, working with KEENER FINANCIAL PLANNING, LLC. Their office serves clients in the KELLER metropolitan area and surrounding communities.
How does Kelli Hinton charge for services?
Kelli Hinton's firm is compensated through hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is KEENER FINANCIAL PLANNING, LLC?
KEENER FINANCIAL PLANNING, LLC has approximately 10 employees and manages $294M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in KELLER
Jean Elizabeth Keener — KEENER FINANCIAL PLANNING, LLCRachel Paige Songer — KEENER FINANCIAL PLANNING, LLCSamuel David Pond — KEENER FINANCIAL PLANNING, LLC
Nearby cities in Texas
DALLAS (2230)HOUSTON (1842)AUSTIN (1128)SAN ANTONIO (420)FORT WORTH (349)
City Guides
DALLAS GuideHOUSTON GuideAUSTIN GuideSAN ANTONIO GuideFORT WORTH Guide
Research
Advisor Fees in TexasNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile