Sterling
Gray
Keener Financial Planning
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About this Advisor
Sterling Gray is a financial advisor based in Keller, Texas, working with Keener Financial Planning. Sterling has previously held positions at Hfg Wealth Management, LLC, Kahler Financial Group, Texas Tech University, Osmond Marketing, Young Living Essential Oils, and Keener Financial Planning. Sterling has passed the Series 65 regulatory exam and is registered to provide services in Texas. Currently, Sterling is part of Keener Financial Planning, which operates out of Keller, Texas. The firm has one office and ten employees. The firm manages assets totaling $293.7 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, pension consulting services, and educational seminars. The fee structure at Keener Financial Planning includes hourly and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Keener Financial Planning Brokerage Details
$293,747,764
10
554
$530,231
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Educational seminars/workshops
Sterling Gray Work History
Keener Financial Planning
Hfg Wealth Management, LLC
N/A
Kahler Financial Group
Texas Tech University
Osmond Marketing
Young Living Essential Oils
Disclosures
Please visit the SEC profile of Sterling Gray 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
Rexburg, ID
Keller, TX
Keller, TX
Keller, TX
Keller, TX
Keller, TX
Keller, TX
Keller, TX
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