RK
CFP
RK
CFP

Robert Francis Keats

30 Years of Experience
Areas of Practice
Retirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingCross-Border Planning
Compensation
Fixed/Hourly
Firm Size
1 advisor
Number of Clients
15 clients
Average Client Portfolio
Not specified

Fee Structure

KeatsConnelly offers financial planning services with fees fixed in advance. Hourly consulting is available for $450/hour with a one-hour minimum.

Hourly Rate:$450/hr
Loading...

Location

3336 N 32nd Street, Suite 100, Phoenix, AZ, 85018

Get directions

History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Learn about disclosures →
Employment History
Current Registrations
Keats, Connelly & Associates, INC
January 2022 - Present · 4 yrs 1 mo
Previous Registrations
Keatsconnelly
February 2009 - December 2020 · 11 yrs 10 mos
Cross Border Tax & Accounting, LLC
March 2008 - October 2011 · 3 yrs 7 mos
Keats Connelly and Associates INC.
August 1994 - June 2010 · 15 yrs 10 mos
State Registrations1 state
AZ
Advisor
Exams
No exam information available for this advisor.