We’re excited to share that Keener Financial Planning is again included in the D Magazine lists for Top Wealth Managers and Best Financial Planners. Votes are cast by peers in the DFW area, and we are grateful to be among such great company.
Top Wealth Managers
D Magazine describes the process for inclusion in the Top Wealth Managers list:
How We Did It: We asked every wealth management firm and team in the Dallas-Fort Worth chapter of the Financial Planning Association, the 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 3, 2024). 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 64 that applied, 51 firms and teams were selected.
Our lead financial planners are pictured in D Magazine, and the entire Keener Financial Planning team contributes to the client experience necessary to be featured in the list. The team focuses on what’s most important to our clients and providing fiduciary advice and excellent service day in and day out.
Best Financial Planners
Jean Keener, CFP®, CRPC™ was included in the Best Financial Planners list. D Magazine describes the process for inclusion:
How We Did It: D Magazine asked every Certified Financial Planner in the Dallas-Fort Worth chapter of the Financial Planning Association to cast an online ballot. They 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 722 votes were cast, and 225 individuals were nominated. Of these, 84 were selected.
Disclosure: Keener Financial Planning has received awards from various organizations. We are honored to receive these recognitions and deeply appreciate being included. Keener Financial Planning has a policy to not pay for inclusion in any award list, however we have had the opportunity to purchase advertising in some publications after receiving the awards. Clients and potential clients should be aware that receipt of any award does not guarantee a particular level of expertise, service, or investment results. It should also not be construed as an endorsement by any current client. All clients and potential clients are encouraged to conduct their own due diligence about the firm prior to and while receiving services from us.