# Keffer Financial Planning

> Keffer Financial Planning is a state-registered investment advisory firm in Oak Park, IL, registered since 2007, with no regulatory assets under management reported in its Form ADV filing dated November 25, 2024.

- CRD: 143785
- Filed as: KEFFER FINANCIAL PLANNING
- Legal name: Keffer, William, Hilary
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Oak Park, IL
- Filing period: October 2026
- Form ADV filing dated: November 25, 2024
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/143785
- AdvisorCensus page: https://advisorcensus.com/firm/keffer-financial-planning-oak-park-il-143785

## Quick answers

**How is Keffer Financial Planning compensated?**
On its Form ADV (Item 5.E, October 2026), Keffer Financial Planning reports these compensation arrangements: hourly charges. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Keffer Financial Planning located?**
Keffer Financial Planning's principal office is in Oak Park, IL, according to its Form ADV.

**Is Keffer Financial Planning registered with the SEC or a state?**
Keffer Financial Planning is a state-registered investment advisory firm, registered since 2007. Status as filed: APPROVED. CRD 143785.

**Does Keffer Financial Planning report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/143785

## From the Form ADV filing

### Compensation (Item 5.E)
- Hourly charges

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

### Firm details
- Registered since: 2007 (19 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: IL
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- kefferfinancialplanning.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Keffer Financial Planning (CRD 143785): Form ADV filing data as of October 2026.