Angela Mattson
Keystone Wealth Advisors · Eagan, Minnesota
Angela Mattson is a fee-only financial advisor at Keystone Wealth Advisors in Eagan, Minnesota. Keystone Wealth Advisors reports charging a percentage of assets and hourly fees on its Form ADV.
Request an introduction to Angela →
Facts
| Firm | Keystone Wealth Advisors |
|---|---|
| Based in | Eagan, Minnesota |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Fees (firm's website) | A $1,000,000 asset minimum |
| Assets under management | $201.4M across 66 accounts |
| SEC registration | Investment adviser representative in MN · CRD 7853901 |
| Exams passed | Series 65 (2023) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.keystonewa.com |
| Profile |
How Angela's firm compares
- Keystone Wealth Advisors's average account is about $3.1 million, from its Form ADV (assets managed divided by 66 accounts).
Request an introduction to Angela
Tell Angela a little about what you're looking for. Angela isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Angela
Is Angela Mattson a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Angela holds no broker registration, and Keystone Wealth Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Angela charge for financial advice?
Angela's firm, Keystone Wealth Advisors, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
How much does Angela charge?
According to Keystone Wealth Advisors's website, checked October 30, 2026: a $1,000,000 asset minimum.
Where is Angela Mattson based?
Angela Mattson is based in Eagan, Minnesota.
Is Angela Mattson registered with the SEC?
Yes. Angela Mattson is registered as an investment adviser representative in MN (CRD 7853901), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Keystone Wealth Advisors manage?
Keystone Wealth Advisors reports $201.4M across 66 accounts in assets under management.
How do I contact Angela Mattson?
Through Angela's website, www.keystonewa.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Eagan
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Keystone Wealth Advisors website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
See something wrong? Request a correction. Read our methodology.