Trista Jacobs is a CFP-designated registered investment advisor at Keener Financial Planning, based in Keller, TX, with 4 years of industry experience. Trista operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 197 clients with $480M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Keener Financial Planning offers ongoing planning and investment management services for a flat annual fee. The minimum annual fee is $3,600, covering both financial planning and investment management. The portion of the fee allocated to each service varies based on your situation. For investment portfolios under $300,000, they only offer retainer services if most of the fee is for financial planning.
Contact
Trista Jacobs
Location
1692 Keller Parkway, Keller, TX, 76248
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Keener Financial Planning
State Registrations1 state
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