Dillon Woodruff
Keystone Financial Resources · Brentwood , Tennessee
Dillon Woodruff is a fee-only financial advisor at Keystone Financial Resources in Brentwood , Tennessee, who holds the CFP credential. Keystone Financial Resources reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Keystone Financial Resources |
|---|---|
| Based in | Brentwood , Tennessee |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $178.5M across 348 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in TN · CRD 7161919 |
| Exams passed | Series 65 (2018) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | www.keystonewealtalliance.com |
How Dillon's firm compares
- Keystone Financial Resources's average account is about $513,000, from its Form ADV (assets managed divided by 348 accounts).
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Questions about Dillon
Is Dillon Woodruff a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Dillon holds no broker registration, and Keystone Financial Resources reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Dillon charge for financial advice?
Dillon's firm, Keystone Financial Resources, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Dillon Woodruff based?
Dillon Woodruff is based in Brentwood , Tennessee.
What credentials does Dillon Woodruff hold?
Dillon Woodruff holds the CFP credential.
Is Dillon Woodruff registered with the SEC?
Yes. Dillon Woodruff is registered as an investment adviser representative in TN (CRD 7161919), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Keystone Financial Resources manage?
Keystone Financial Resources reports $178.5M across 348 accounts in assets under management.
How do I contact Dillon Woodruff?
Through Dillon's website, www.keystonewealtalliance.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.
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