# Brandon Rosi

> Brandon Rosi is a fee-only financial advisor at Keystone Private Wealth in Palm Desert, California. Keystone Private Wealth reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/brandon-rosi/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Keystone Private Wealth
- **Based in:** Palm Desert, California
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $860.7M across 1,542 accounts
- **CRD:** 8126053 (https://adviserinfo.sec.gov/individual/summary/8126053)
- **SEC registration:** Investment adviser representative in CA
- **Exams passed:** Series 65 (2025), Series 66 (2025)
- **Firm size:** 11 employees
- **Disclosures:** None reported
- **Website:** https://www.keystoneprivatewealth.com

## Frequently asked questions

### Is Brandon Rosi a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Brandon holds no broker registration, and Keystone Private Wealth reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Brandon charge for financial advice?

Brandon's firm, Keystone Private Wealth, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Brandon Rosi based?

Brandon Rosi is based in Palm Desert, California.

### Is Brandon Rosi registered with the SEC?

Yes. Brandon Rosi is registered as an investment adviser representative in CA (CRD 8126053), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Keystone Private Wealth manage?

Keystone Private Wealth reports $860.7M across 1,542 accounts in assets under management.

### How do I contact Brandon Rosi?

Through Brandon's website, www.keystoneprivatewealth.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/8126053): 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
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.