Jeb Flynn is a CFP-designated registered investment advisor at Keen Wealth Advisors, based in Overland Park, KS, with 6 years of industry experience. Jeb operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 930 clients with $1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Keen Wealth Advisors offers comprehensive portfolio management services where they manage your investments.
The annual management fee is based on a percentage of the value of your portfolio. The exact fee will vary by client based on services provided and other considerations, but will not exceed 2.0% per year. The fee is charged quarterly, in advance, based on the value of your account on the last business day of the previous quarter.
Fees are negotiable on a limited basis based on the complexity of the client’s situation, the composition of the client’s account(s), the potential for additional account deposits, the relationship of the client with the firm and the total amount of assets under management for the client.
Location
7500 College Blvd., Suite 1000, Overland Park, KS, 66210
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Regulatory History
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.
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Jeb is an adjunct professor at Kansas State University, teaching financial planning courses since June 2024. This takes about 10-20% of his time, with minimal time spent during trading hours.
Employment History
Current Registrations
Keen Wealth Advisors
Previous Registrations
Sound Stewardship, LLC
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.