Glenn Price
Keystone Financial Resources · Brentwood , Tennessee
Glenn Price is a fee-only financial advisor at Keystone Financial Resources in Brentwood , Tennessee. 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 |
| SEC registration | Investment adviser representative in TN · CRD 2701215 |
| Exams passed | Series 63 (1997) · Series 66 (2008) |
| Firm size | 4 employees |
| Disclosures | Reported; see the SEC record |
| Website | www.keystonewealtalliance.com |
How Glenn'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 Glenn
Is Glenn Price a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Glenn 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 Glenn charge for financial advice?
Glenn's firm, Keystone Financial Resources, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Glenn Price based?
Glenn Price is based in Brentwood , Tennessee.
Is Glenn Price registered with the SEC?
Yes. Glenn Price is registered as an investment adviser representative in TN (CRD 2701215), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
How much does Keystone Financial Resources manage?
Keystone Financial Resources reports $178.5M across 348 accounts in assets under management.
How do I contact Glenn Price?
Through Glenn'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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