Joshua Nelson
Keystone Financial Services · Loveland, Colorado
Joshua Nelson is a fee-only financial advisor at Keystone Financial Services in Loveland, Colorado, who holds the CFP credential. Joshua focuses on retirement planning, estate & legacy planning and physicians & residents. Keystone Financial Services reports charging a percentage of assets and fixed fees on its Form ADV.
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Specialties
Who they serve
- Tech employees
- Physicians
- High earners
Facts
| Firm | Keystone Financial Services |
|---|---|
| Based in | Loveland, Colorado |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Fees (firm's website) | A $500,000 asset minimum |
| Accepting new clients | Yes |
| Assets under management | $379.2M across 1,025 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CO, TX · CRD 3266165 |
| Exams passed | Series 63 (1999) · Series 65 (2000) |
| Firm size | 4 employees |
| Disclosures | None reported |
| Website | www.keystonefinancial.com |
| Profile |
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Questions about Joshua
Is Joshua Nelson a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Joshua holds no broker registration, and Keystone Financial Services reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Joshua charge for financial advice?
Joshua's firm, Keystone Financial Services, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
How much does Joshua charge?
According to Keystone Financial Services's website, checked October 30, 2026: a $500,000 asset minimum.
Where is Joshua Nelson based?
Joshua Nelson is based in Loveland, Colorado.
What does Joshua specialize in?
Joshua's specialties include retirement planning, estate & legacy planning and physicians & residents. Joshua works with tech employees, physicians and high earners.
What credentials does Joshua Nelson hold?
Joshua Nelson holds the CFP credential.
Is Joshua Nelson registered with the SEC?
Yes. Joshua Nelson is registered as an investment adviser representative in CO and TX (CRD 3266165), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Keystone Financial Services manage?
Keystone Financial Services reports $379.2M across 1,025 accounts in assets under management.
How do I contact Joshua Nelson?
Through Joshua's website, www.keystonefinancial.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
- Keystone Financial Services website : specialties, clients served, and fees, checked October 30, 2026
- 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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