The D Magazine lists for Best Financial Planners and Top Wealth Managers for 2023 have recently been released. We’re delighted to once again be included in both of them.
Patty Priddy and Jean Keener have again been named to the Best Financial Planners list. According to D Magazine, they compile the list by asking every Certified Financial Planner(TM) professional in the Dallas-Fort Worth chapter of the Financial Planning Association (FPA) to cast an online ballot.
FPA members were asked to name peers, both inside and outside their firms, whom they considered to be the most skilled and experienced financial planners in the industry. Outside-firm votes counted more than inside-firm votes. Self-nominations were tossed out. A panel of esteemed local financial planners reviewed the list. Only CFPs made the list. A total of 938 votes were cast and 301 individuals were nominated. Of these, 90 were selected.
Keener Financial Planning has been named to the Top Wealth Managers list. D Magazine identifies their process for creating the list:
We asked every wealth management firm and team in the Dallas-Fort Worth chapter of the Financial Planning Association, Chartered Financial Analyst Institute, and the Investments and Wealth Institute to tell us about their practices. The final list was selected based on these criteria:
- Top firms or teams must have total assets under management for individual clients of at least $100 million;
- Average assets under management per client of at least $1 million;
- A 95 percent client-retention rate over the last two years; and
- no current disciplinary actions.
Additionally, all firms (or teams, should the team apply as an entity separate from its parent company) must have been in existence for at least five years as of the application deadline (June 5, 2023). They must also hold themselves out as fiduciaries for their clients and provide them with a written disclosure. A panel of esteemed local wealth managers reviewed the final list. All numbers are current as of the application deadline. Out of the 63 that applied, 42 firms and teams were selected.
Keener Financial Planning does not pay for inclusion in the D Magazine list, but we did have the opportunity to purchase advertising in the D Magazine Top Wealth Managers and Best Financial Planners special section after receiving the awards. Please review our full disclosure.