Keen Wealth Advisors
Assets Under Management
$1.0B
Number of Clients
930
Number of Advisors
16
Average Client AUM
$1.1M
AUM per Advisor
$65.1M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
KWA focuses on providing advisory services to clients planning for their retirement years and in retirement. They offer comprehensive portfolio management, financial planning, and consulting services. KWA requires discretionary trading authorization on client accounts.
Fee Structure
Minimum Investment:None
Financial Planning:Included in AUM fee
Areas of Practice
Retirement PlanningFinancial Planning & CoachingInvestment ManagementEstate PlanningTax PlanningCharitable GivingEducation Planning
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Location
7500 College Blvd., Suite 1000, Overland Park, KS, 66210
