Keith Finkelstein
Marketstrats · Cape Coral, Florida
Keith Finkelstein is a fee-only financial advisor at Marketstrats in Cape Coral, Florida. Marketstrats reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Marketstrats |
|---|---|
| Based in | Cape Coral, Florida |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $52.4M across 297 accounts |
| SEC registration | Investment adviser representative in FL, MI, TX · CRD 6378158 |
| Exams passed | Series 66 (2014) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.feeonlynetwork.com/financial-advisor/keith-finkelstein |
| Profile |
How Keith's firm compares
- Marketstrats's average account is about $176,000, from its Form ADV (assets managed divided by 297 accounts).
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Questions about Keith
Is Keith Finkelstein a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Keith holds no broker registration, and Marketstrats reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Keith charge for financial advice?
Keith's firm, Marketstrats, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Keith Finkelstein based?
Keith Finkelstein is based in Cape Coral, Florida.
Is Keith Finkelstein registered with the SEC?
Yes. Keith Finkelstein is registered as an investment adviser representative in FL, MI and TX (CRD 6378158), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Marketstrats manage?
Marketstrats reports $52.4M across 297 accounts in assets under management.
How do I contact Keith Finkelstein?
Through Keith's website, www.feeonlynetwork.com/financial-advisor/keith-finkelstein.
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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