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Frequently Asked Questions



How do you charge for your services?


A: We charge an annual fee that is calculated as a percentage of your assets under management.


How is Keen Wealth Advisors different?


A: We believe we’re different because Keen Wealth Advisors was founded with a simple mission – to help clients achieve the retirement of their dreams. Everything we do is focused on achieving this mission. We call it the Keen Wealth Advantage TM.


How do I know if I’m a good fit?


A: We have a disciplined screening process for evaluating and accepting new clients into our practice, which begins with a complimentary call to discuss your current financial situation and goals for retirement. We call this our Fit Assessment.

We strongly believe in the importance of working with clients who share our values. Plus, our limited client capacity helps ensure we can dedicate the time and resources necessary to make a lasting impact on every client’s life.

  • We work with clients on their long-term retirement assets. We are not interested in client-directed, speculative trading of stocks or commodities. We do not include these types of assets in the planning process.
  • We operate with an understanding of mutual trust and respect and will excuse ourselves from any relationship that violates this trust.
  • We seek to work with clients who maintain timely, open communication with our firm, because our success as advisors hinges on getting to know the details of our clients’ lives.  

How often will I hear from you?


A: You will hear from us at a frequency that meets your needs. At least annually, we will hold a review meeting to go over your financial plan, discuss any changes in your personal or financial situation, and revisit your portfolio. We will proactively reach out to you throughout the year as changes arise that may impact your financial situation. We also provide regular communication through emails, podcasts, webinars and client events that you may choose to participate in as often as you’d like.


How do you choose investments that meet my needs?


A: We'll work to implement an investment portfolio specifically designed to help fund your retirement goals over the long term. While short-term market fluctuations can be both scary and exciting, we advise clients to take a long-term perspective and remove emotion from the equation.

Our experienced professionals will create a portfolio that provides diversification, growth potential and an appropriate level of risk. We understand that investments play an important role in your retirement, yet they are just one piece of a much larger puzzle. The investment decisions that we make are driven by your specific needs and risk tolerance. 


Learn more about The Keen Wealth Advantage™

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