This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Momentum atlasInsight optima
- Established Date
- 07-21-2008
- Office Locations
- 3
Office Locations
About Keener Financial Planning
Keener Financial Planning is a fee-only RIA in Keller, TX providing goal-based financial planning and investment management for individuals and families, including entrepreneurs. Work often spans retirement and college planning, career transitions, tax/estate coordination, and building ETF- and mutual-fund portfolios. The firm is a repeat D Magazine “DFW Best Financial Planners/Top Wealth Managers” honoree (peer-voted) and typically custodies at Schwab.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Fund Managers
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
SAMUEL DAVID POND
Director, FINANCIAL PLANNER
- CRD
- #6826918
- Ownership
- 10% but less than 25%
Kelli Hinton
Director, DIRECTOR OF OPERATIONS
- CRD
- --
- Ownership
- Less than 5%
Meridian ember
Foundation zenith
- CRD
- #97168
- Ownership
- 25.4%
Showing 2 of 5 owners & executives
Unlock allContacts
Megan Nicole Coyne
Financial Planner
- CRD
- #6742692
Sterling Joseph Gray
Financial Planner
- CRD
- #7423363
Bridge timber
Timber pioneer
- CRD
- #62249
Showing 2 of 11 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $478,583,366 | $627,239 |
| Non-Discretionary | $438,693 | $109,673 |
| Total | $479,022,059 | $624,540 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $479,022,059
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,833,609,967 | 37.3% |
| Public Funds | $1,887,684,256 | 38.4% |
| Cash | $1,194,550,193 | 24.3% |
| Total | $4,915,844,416 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| MERIDIAN NORTH LEGACY | UNISON GLACIER | WV8B3LW2K | BJB | 1.20% | $52,942,573 |
| PRIME WAVE EAGLE | SIGNAL WAVE | HTPX1UFM5 | JMBBE | 10.58% | $80,073,153 |
| DELTA SIGNAL QUANTUM | ATLAS FUSION | C7RVYZ3RE | NWT | 8.31% | $117,149,866 |
| OAK INSIGHT | TIMBER NORTH | 8Q37M42G4 | MWKTB | 7.55% | $77,471,493 |
| FRONTIER CATALYST ATLAS | ATLAS TIMBER | 8C6HRB9EZ | ILNY | 10.81% | $108,542,728 |
| FOUNDATION OPTIMA ATLAS | ZENITH ATLAS | E9I37KUBI | IRGSP | 4.85% | $65,580,999 |
| VECTOR CREST RADIAL | ATLAS EMBER | Y58YQDMG2 | NLY | 7.74% | $17,250,027 |
| TIMBER EMBER SIGNAL | MERIDIAN EAGLE | 5IGOWGEC3 | IQWK | 0.91% | $98,882,370 |