# Keffer Financial Planning

Keffer Financial Planning is a RIA based in Oak Park.

## Overview

- **Organization type:** RIA
- **Headquarters:** Oak Park
- **Founded:** 2007
- **Assets under management:** Undisclosed
- **Website:** https://kefferfinancialplanning.com

## Regulatory record

- **CRD number:** 143785
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/143785

## About

Keffer Financial Planning provides hourly, as-needed, independent financial planning and financial services to families and individuals in Chicago, Oak Park, River Forest, Wheaton, Glen Ellyn, Naperville, Oak Brook, Hinsdale and nearby communities in Illinois. Planning is handled by a Certified Financial Planner with no products to sell and no account minimums. The firm is fee-only, compensated solely by clients, and offers services such as comprehensive financial planning, retirement income planning, investment planning, tax planning, and estate planning.

## People

- Bill Keffer — Principal

## Questions

### Does Keffer Financial Planning participate in fund commitments or only direct deals?

Investment preferences remain undisclosed. Planning-centric offices of this profile frequently blend direct assets—such as real estate and fixed income—with private fund allocations, but no specific commitments have been publicly identified.

## Related profiles

- [KEENAN PRIVATE WEALTH MANAGEMENT](https://altss.com/profile/keenan-private-wealth-management)
- [Keidan Management](https://altss.com/profile/keidan-management-inc)

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Last updated: 2026-08-11T15:07:12.582Z

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