BK
CFP
Firm Information
Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
14 advisors
Number of Clients
726 clients
Average Client Portfolio
$204K average
Assets Under Management
$148.0M
Fee Structure
Minimum Investment:None
Financial Plan Fee:$250 - $5,000
Keenan Financial charges a maximum annual fee of 2.00% of assets under management. These fees are negotiable based on relationship size, household accounts, employee/family accounts, and service level. Financial planning fees range from $250 to $5,000, depending on complexity. Tax preparation fees range from $250 to $2,500 and are also negotiable. Clients are responsible for third-party fees.
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningFinancial Planning & Coaching
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Advisor Information
Office location
11 Beacon St, 13th Floor, Boston, MA, 02108
Get directionsRegulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
September 2024Settled
Other Business ActivitiesSells Insurance
Brian is an independent licensed insurance agent. He spends a few hours per week on outside business activities.
Employment History
Current Registrations
Keenan Financial
January 2017 - Present · 9 yrs
Previous Registrations
Mcadam LLC
October 2014 - October 2016 · 2 yrs
Purshe Kaplan Sterling InvestmentsBroker
October 2014 - October 2016 · 2 yrs
Voya Financial Advisors, INC.
October 2013 - October 2014 · 1 yr
Voya Financial Advisors, INC. Broker
August 2013 - October 2014 · 1 yr 2 mos
State Registrations12 states
CACTFLIALAMANCNHNYPARITX
Advisor
Exams
No exam information available for this advisor.