# Calvin Lo

> Calvin Lo is a fee-only financial advisor at Keystone Global Partners in Monrovia, California, who holds the CFP and CFA credentials. Calvin focuses on founders (pre-exit), tax planning and estate & legacy planning. Keystone Global Partners reports charging a percentage of assets on its Form ADV.

Page: https://find.wellspent.co/advisors/calvin-lo/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** Keystone Global Partners
- **Based in:** Monrovia, California
- **Fee model (firm's Form ADV):** Percentage of assets
- **Assets under management (firm):** $580.5M across 222 accounts
- **Credentials:** CFP, CFA
- **Specialties:** Founders (pre-exit), Tax planning, Estate & legacy planning, Retirement planning, Family wealth transfer
- **Works with:** Founders, Ultra high net worth, Multi-generational families
- **CRD:** 5001817 (https://adviserinfo.sec.gov/individual/summary/5001817)
- **SEC registration:** Investment adviser representative in CA, CO, NY, TX
- **Exams passed:** Series 63 (2007), Series 65 (2008)
- **Firm size:** 4 employees
- **Disclosures:** None reported
- **Website:** https://keystonegp.com/

## Frequently asked questions

### Is Calvin Lo a fee-only financial advisor?

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

### How does Calvin charge for financial advice?

Calvin's firm, Keystone Global Partners, reports charging a percentage of assets on its SEC Form ADV.

### Where is Calvin Lo based?

Calvin Lo is based in Monrovia, California.

### What does Calvin specialize in?

Calvin's specialties include founders (pre-exit), tax planning, estate & legacy planning, retirement planning and family wealth transfer. Calvin works with founders, ultra high net worth and multi-generational families.

### What credentials does Calvin Lo hold?

Calvin Lo holds the CFP and CFA credentials.

### Is Calvin Lo registered with the SEC?

Yes. Calvin Lo is registered as an investment adviser representative in CA, CO, NY and TX (CRD 5001817), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Keystone Global Partners manage?

Keystone Global Partners reports $580.5M across 222 accounts in assets under management.

### How do I contact Calvin Lo?

Through Calvin's website, keystonegp.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/5001817): 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
- The firm's website (https://keystonegp.com/): specialties, clients served, and fees, checked October 30, 2026

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