# Keenan Financial

Keenan Financial is a Bank / Wealth / Trust based in Boston, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Boston, United States
- **Region:** North America
- **Address:** Boston, MA, United States
- **Founded:** 2016
- **Assets under management:** Undisclosed
- **Website:** keenanfinancial.com
- **LinkedIn:** https://www.linkedin.com/company/keenanfinancial

## Regulatory record

- **CRD number:** 285673
- **SEC file number:** 801-129000
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/285673

## About

Keenan Financial was established in Boston in 2016 as a wealth management and investment advisory firm. The practice was built to serve individual investors, high-net-worth families, and corporate entities, combining financial planning with tax and estate strategy. Its Boston location places the firm within a dense community of institutional asset owners and private wealth managers, though its own scale and client composition remain privately held. The firm's services span investment advisory, portfolio management, retirement planning, and integrated tax and estate planning. Keenan Financial operates as a registered investment advisor (RIA), a structure that imposes a fiduciary duty to act in its clients' best interests on a fee-based model. This model typically favors discretionary management of individual securities, ETFs, and mutual funds over proprietary product distribution. The firm serves individuals and corporate accounts, with no publicly documented institutional or endowment relationships. Keenan Financial has not disclosed its assets under management or total deployment figures. It does not publish team headcount, satellite offices, or auxiliary investment vehicles. The firm does not operate visible philanthropic, real-asset, or co-investment arms, and it has not made public filings that would indicate closed-end fund structures or venture-style direct investing. Structurally, Keenan Financial's posture as a registered investment advisor—rather than a broker-dealer or private bank—gives it a compliance obligation to disclose and mitigate material conflicts of interest. This regulatory architecture differentiates it from brokerages that operate under suitability standards.

## Questions

### What services does Keenan Financial provide?

The firm delivers investment advisory services, discretionary portfolio management, financial planning, retirement planning, and integrated tax and estate planning. This combination of services is typical of a fee-based wealth management practice. Keenan Financial does not appear to operate alternative-asset funds or direct-deal platforms based on its public disclosures.

### Does Keenan Financial disclose its assets under management?

Keenan Financial has not publicly disclosed its assets under management, total deployment figures, or professional headcount. The firm does not appear in major industry databases or financial publications with AUM reporting. In the absence of a self-reported number, the scale of the practice remains opaque to external parties.

### How does Keenan Financial structure its fees?

As a registered investment advisor, Keenan Financial operates on a fee-based model rather than earning commissions on product sales. RIA fees are commonly structured as a percentage of assets under management, hourly charges, or fixed retainer agreements. The firm's specific fee schedule is not published publicly but must be disclosed to prospective clients as part of its Form ADV Part 2A regulatory filing.

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Last updated: 2026-08-11T02:43:31.692Z

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