Megan
Coyne
Keener Financial Planning
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About this Advisor
Megan Coyne is a certified financial planner working out of Durham, North Carolina who has 1 year of relevant experience. Coyne is an employee of Keener Financial Planning. Their career trajectory has included roles at Marotta Wealth Management, Handford Financial Strategies, Joycepayne Partners, Virginia Polytechnic Institute And State University, School, Woodward Financial Advisors, Inc and Keener Financial Planning. Coyne has a Series 65 license, qualifying them as an investment advisor representative, and can work in North Carolina. Keener Financial Planning is a registered investment firm operating out of Keller, TX. The firm has a total of nine financial advisors. It has $222 million in assets under management between its 478 client accounts, making it one of the mid-sized firms in the nation by assets under management. Of its 478 accounts, 86% are held by high-net-worth individuals who have at least $1 million in assets available to invest. The business has a number of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services and educational seminars. Financial management fees typically are based on which services the firm provides the client. However, fees billed by Keener Financial Planning may include some combination of hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Keener Financial Planning Brokerage Details
$221,706,574
9
478
$463,821
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Educational seminars/workshops
Megan Coyne Work History
Megan has been registered as a financial advisor for 1 years.*
Keener Financial Planning
Woodward Financial Advisors, Inc
Marotta Wealth Management
Joycepayne Partners
Handford Financial Strategies
Virginia Polytechnic Institute And State University
School
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Megan Coyne to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Keener Financial Planning
Keller, TX
Keller, TX
Keller, TX
Keller, TX
Keller, TX
Keller, TX
Durham, NC
Keller, TX
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
