Berthel Olsen
Keystone Wealth Advisors · Eagan, Minnesota
Berthel Olsen is a fee-only financial advisor at Keystone Wealth Advisors in Eagan, Minnesota, who holds the CFP credential. Keystone Wealth Advisors reports charging a percentage of assets and hourly fees on its Form ADV.
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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 |
| Credentials | CFP |
| SEC registration | Investment adviser representative in MN · CRD 2954239 |
| Exams passed | Series 66 (1997) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.keystonewa.com |
How Berthel's firm compares
- Keystone Wealth Advisors's average account is about $3.1 million, from its Form ADV (assets managed divided by 66 accounts).
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Questions about Berthel
Is Berthel Olsen a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Berthel 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 Berthel charge for financial advice?
Berthel's firm, Keystone Wealth Advisors, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
How much does Berthel charge?
According to Keystone Wealth Advisors's website, checked October 30, 2026: a $1,000,000 asset minimum.
Where is Berthel Olsen based?
Berthel Olsen is based in Eagan, Minnesota.
What credentials does Berthel Olsen hold?
Berthel Olsen holds the CFP credential.
Is Berthel Olsen registered with the SEC?
Yes. Berthel Olsen is registered as an investment adviser representative in MN (CRD 2954239), 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 Berthel Olsen?
Through Berthel'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.
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