# Gregory Burd

> Gregory Burd is a fee-only financial advisor at Keystone Investment Advisors in Wexford, Pennsylvania. Keystone Investment Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

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

## Facts

- **Firm:** Keystone Investment Advisors
- **Based in:** Wexford, Pennsylvania
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $66.5M across 134 accounts
- **Works with:** Retirees
- **CRD:** 4674625 (https://adviserinfo.sec.gov/individual/summary/4674625)
- **SEC registration:** Investment adviser representative in PA
- **Firm size:** 2 employees
- **Disclosures:** Reported; see the SEC record
- **Website:** http://keystoneinvestmentadvisors.com

## Frequently asked questions

### Is Gregory Burd a fee-only financial advisor?

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

### How does Gregory charge for financial advice?

Gregory's firm, Keystone Investment Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Gregory Burd based?

Gregory Burd is based in Wexford, Pennsylvania.

### Is Gregory Burd registered with the SEC?

Yes. Gregory Burd is registered as an investment adviser representative in PA (CRD 4674625), 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 Investment Advisors manage?

Keystone Investment Advisors reports $66.5M across 134 accounts in assets under management.

### How do I contact Gregory Burd?

Through Gregory's website, keystoneinvestmentadvisors.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/4674625): 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://keystoneinvestmentadvisors.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.