Keen Wealth Advisors
- Company typePrivate
- Founded-
- HeadquartersOverland Park, United States
- Headcount11–50
- GTM typeB2C
- OfferingServices
Keen Wealth Advisors firmographics
Firmographics- Name
- Keen Wealth Advisors
- Legal name
- KWMG, LLC
- Website
- https://keenwealthadvisors.com
- Company type
- Private
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Ownership category
- akta.pro rank
Where Keen Wealth Advisors is headquartered
LocationHeadquarters
- HQ city
- Overland Park
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
Keen Wealth Advisors business model
Business model- GTM type
- B2C
- Offering type
- Services
- Cost components
- Personnel, Marketing or Sales, Operations, Technology or R&D, Others
Revenue model
- Investment Advisory Fees: As a Registered Investment Advisor (RIA), Keen Wealth Advisors generates revenue through fee-based advisory services. The firm operates as a fiduciary, meaning it is legally required to act in the best interest of clients. Advisory fees are typically charged as a percentage of assets under management (AUM) or as flat fees for comprehensive financial planning services. The firm does not earn commissions on product sales, aligning advisor incentives with client outcomes.
Go-to-market motion1 record
Distribution channels1 record
Marketing channels8 records
Keen Wealth Advisors product offering
Product offeringCore offering
Keen Wealth Advisors is an SEC-registered investment advisory firm (KWMG, LLC) headquartered in Overland Park, Kansas, that provides fiduciary wealth management and retirement planning services to individual clients nationwide. The firm delivers comprehensive financial plans covering retirement, tax, investment, income, and estate planning, charging advisory fees as a percentage of assets under management or flat fees for financial planning.
Product overview
Keen Wealth Advisors is a Registered Investment Advisory (RIA) firm offering a unified suite of wealth management services centered on retirement planning. The core offerings include Retirement Planning, Tax Planning, Investment Management, Income Planning, and Estate Planning & Charitable Giving, unified under The Keen Wealth Advantage™ approach. The firm also provides educational content products including the 'Keen on Retirement' Amazon bestseller book, the Keen On Retirement™ blog and podcast, and live webinars on retirement-related topics. Services are delivered with a fiduciary commitment through personalized, perceptive, and precise financial planning.
Differentiator
Problem solved
Functional benefit
Brands
- Keen on Retirement: Podcast and brand focused on retirement planning insights and education
- Keen Wealth Advantage
Products and services
- Retirement Planning Comprehensive retirement planning services that help individual pre-retirees and retirees define their retirement goals, assess retirement readiness, and build personalized plans covering savings needs, withdrawal strategies, and benefits analysis.
- Tax Planning Tax planning services that incorporate tax-efficient strategies into retirement plans, including tax-loss harvesting, Roth conversions, and coordination with CPAs for year-end planning for individual clients.
- Investment Management Investment portfolio management services designed to fund retirement goals through a long-term perspective, diversification, and disciplined investment approaches tailored to each client's individual risk tolerance.
- Income Planning Income planning services focused on creating reliable income streams during retirement, including Social Security optimization, pension decisions, and withdrawal sequencing for retirees.
- Estate Planning & Charitable Giving Estate planning strategies that help minimize taxes and costs for wealth transfer to heirs or charitable organizations, including trust account portfolio management and beneficiary planning for individual clients.
- The Keen Wealth Advantage™ The firm's proprietary service approach combining perceptive, personalized, and precise financial planning with fiduciary commitment and comprehensive client support for individuals approaching or in retirement.
- Comprehensive Net Worth Planning Detailed net worth analysis for individual clients including income tax and cash flow analysis, goal monitoring, asset allocation strategy, education planning, and risk analysis.
Companies that use Keen Wealth Advisors
Customer profileSegments1 record
Ideal customer profiles1 record
Keen Wealth Advisors technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Integration1 record
Keen Wealth Advisors partnerships and signals
Strategic signalScale indicators3 records
Recent moves5 records
Expansion highlights4 records
Keen Wealth Advisors competitors and assessment
Company assessmentMarket position
Competitive moat3 records
Key risks5 records
Key highlights6 records
Customer concentration
Keen Wealth Advisors social profiles
Digital presenceKeen Wealth Advisors financial estimates
Financial estimateRevenue estimate
Valuation estimate
Keen Wealth Advisors leadership team
Management profileNumber of profiles
Profiles2 records
Keen Wealth Advisors funding detail
Funding detailFunding overview
Funding rounds1 record
Investors1 record
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Keen Wealth Advisors M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Keen Wealth Advisors
What does Keen Wealth Advisors do?
Keen Wealth Advisors is an SEC-registered investment advisory firm (KWMG, LLC) headquartered in Overland Park, Kansas, that provides fiduciary wealth management and retirement planning services to individual clients nationwide. The firm delivers comprehensive financial plans covering retirement, tax, investment, income, and estate planning, charging advisory fees as a percentage of assets under management or flat fees for financial planning.
Is Keen Wealth Advisors a public or private company?
Keen Wealth Advisors is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was Keen Wealth Advisors founded?
Keen Wealth Advisors was founded in -1. It employs 11 to 50 people.
Where is Keen Wealth Advisors based?
Keen Wealth Advisors is headquartered in Overland Park, United States, in the North America region.
How does Keen Wealth Advisors make money?
One revenue line is on record: investment Advisory Fees.
Does Keen Wealth Advisors have an API?
No public API is recorded for Keen Wealth Advisors.