# Keating Financial Advisory Services

> Keating Financial Advisory Services is an SEC-registered investment advisory firm in Manhattan, KS, registered since 2022, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated March 31, 2026.

- CRD: 142772
- Filed as: KEATING FINANCIAL ADVISORY SERVICES
- Legal name: Keating Financial Advisory Services, Inc.
- Also doing business as: FIRESIDE WEALTH PLANNING SOLUTIONS, KEATING & ASSOCIATES, PURPOSEFUL WEALTH ADVISORS, STEADFAST WEALTH GROUP, WEDDLE TEAM
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Manhattan, KS
- Filing period: October 2026
- Form ADV filing dated: March 31, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/142772
- AdvisorCensus page: https://advisorcensus.com/firm/keating-financial-advisory-services-manhattan-ks-142772

## Quick answers

**How is Keating Financial Advisory Services compensated?**
On its Form ADV (Item 5.E, October 2026), Keating Financial Advisory Services reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**Where is Keating Financial Advisory Services located?**
Keating Financial Advisory Services' principal office is in Manhattan, KS, according to its Form ADV; the April 2026 filing also lists 4 other offices (Schedule D, Section 1.F).

**Is Keating Financial Advisory Services registered with the SEC or a state?**
Keating Financial Advisory Services is an SEC-registered investment advisory firm, registered since 2022. Status as filed: Approved. CRD 142772.

**How much does Keating Financial Advisory Services manage?**
Keating Financial Advisory Services reports $1,450,270,834 in regulatory assets under management in its Form ADV filing dated March 31, 2026 (62% discretionary).

**How have Keating Financial Advisory Services' assets and staff changed since 2023?**
In the Form ADV data for Keating Financial Advisory Services: Regulatory assets under management: $271,620,765 in the October 2023 data and $1,450,270,834 in the October 2026 data, up 434%. Total employees: 29 in October 2023 and 65 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Keating Financial Advisory Services serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (4,759); high net worth individuals (235); other (93).

**Which custodians does Keating Financial Advisory Services use?**
Keating Financial Advisory Services' most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Raymond James & Associates, Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Keating Financial Advisory Services report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/142772

**Does Keating Financial Advisory Services state an account minimum?**
Its Form ADV Part 2A brochure dated March 30, 2026 says: "We offer investment advisory services to individuals, pension and profit sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. We do not have any net worth or minimum account size requirements."

**What changed in Keating Financial Advisory Services' recent Form ADV filings?**
In the April 2026 filing data: No longer lists the business name Pisces Wealth Team. No longer lists the business name Hillside Wealth. Employees performing advisory functions went from 30 to 25. Regulatory assets under management went from $330,000,000 to $1,450,270,834 (+339%). Registered or notice-filed in NJ.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Fees and minimums (Form ADV Part 2A brochure dated March 30, 2026)

- Account minimum: None

> We offer investment advisory services to individuals, pension and profit sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. We do not have any net worth or minimum account size requirements.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Raymond James & Associates, Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $1,450,270,834
- Discretionary: $905,187,151
- Non-discretionary: $545,083,683

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 4,759 | $741,297,271 |
| High net worth individuals | 235 | $542,780,625 |
| Banking or thrift institutions | Fewer than 5 | $2,187,089 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 81 | $22,456,977 |
| Charitable organizations | 30 | $14,343,043 |
| Corporations or other businesses not listed above | 87 | $124,442,088 |
| Other | 93 | $2,763,741 |

### Advisory services (Item 5.G)
- Financial planning services
- Pension consulting services
- Educational seminars/workshops
- Other

### Firm details
- Registered since: 2022 (3 years)
- Employees: 65 total, 25 performing advisory functions
- Wrap fee program participation: Yes
- States registered or notice-filed: AL, AR, AZ, CA, CO, CT, FL, GA, IA, ID, IL, IN, KS, KY, MD, MI, MN, MO, NC, NE, NH, NJ, NY, OH, OK, OR, PA, SC, SD, TN, TX, VA, WA, WI
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the April 2026 filing
- Chicago, IL
- Overland Park, KS
- Rockford, IL
- Wichita, KS

### Websites listed on Form ADV (Item 1.I)
- keatinginc.com
- keatingkc.com
- purposefulwealthadvisors.com
- steadfastwealthgroup.com
- theweddleteam.com
- tony-hayden.keatinginc.com
- Facebook @TheWeddleTeam
- Facebook @purposefulwealthadvisors
- LinkedIn @keating-advisorsolutions
- LinkedIn @the-weddle-team
- LinkedIn @andybillard
- LinkedIn @benjamin-fair-b5b734182
- LinkedIn @benjamin-johnson-4aa418b6
- LinkedIn @bethkraszewskicfp
- LinkedIn @bettie-zimmerman
- LinkedIn @brettalarson
- LinkedIn @briannickel
- LinkedIn @brysonmeinhardt
- LinkedIn @chris-klug-7698032b4
- LinkedIn @emily-claussen-cfp®-7a8758157
- LinkedIn @erik-young-aams®-40121b2a
- LinkedIn @geoffrey-dunmore-cfp®-cpwa®-01014b2
- LinkedIn @jonathan-larsen-cfp®-b8527620
- LinkedIn @jryanmann
- LinkedIn @krista-hubert-57ba65140
- LinkedIn @laurawarta
- LinkedIn @patjkeating
- LinkedIn @timweddle
- LinkedIn @tom-grogan-61b14233
- LinkedIn @tony-hayden-34a3918
- LinkedIn @zieglermorgan

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2023 | $271,620,765 | 29 | February 17, 2023 |
| October 2024 | $295,774,182 | 30 | June 4, 2024 |
| October 2025 | $330,000,000 | 65 | July 18, 2025 |
| October 2026 | $1,450,270,834 | 65 | March 31, 2026 |

Regulatory assets under management: $271,620,765 in the October 2023 data and $1,450,270,834 in the October 2026 data, up 434%.
Total employees: 29 in October 2023 and 65 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- No longer lists the business name Pisces Wealth Team.
- No longer lists the business name Hillside Wealth.
- Employees performing advisory functions went from 30 to 25.
- Regulatory assets under management went from $330,000,000 to $1,450,270,834 (+339%).
- Registered or notice-filed in NJ.

### February 2026
- Registered or notice-filed in TN.

### December 2025
- Registered or notice-filed in AL, AR, AZ, CA, CT, GA, IA, ID, IN, MD, MI, MN, NH, OH, OK, OR, PA, SC, SD, VA, WA, WI.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Keating Financial Advisory Services (CRD 142772): Form ADV filing data as of October 2026.