Brandon Rosi
Keystone Private Wealth · Palm Desert, California
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.
Request an introduction to Brandon →
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 | $860.7M across 1,542 accounts |
| SEC registration | Investment adviser representative in CA · CRD 8126053 |
| Exams passed | Series 65 (2025) · Series 66 (2025) |
| Firm size | 11 employees |
| Disclosures | None reported |
| Website | www.keystoneprivatewealth.com |
How Brandon's firm compares
- Keystone Private Wealth's average account is about $558,000, from its Form ADV (assets managed divided by 1,542 accounts).
Request an introduction to Brandon
Tell Brandon a little about what you're looking for. Brandon 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 Brandon
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
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
- 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.