Keith Sechler
Keystone Financial Planning · Westlake, Ohio
Keith Sechler is a fee-only financial advisor at Keystone Financial Planning in Westlake, Ohio, who holds the CFP credential. Keystone Financial Planning reports charging a percentage of assets and fixed fees on its Form ADV.
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Facts
| Firm | Keystone Financial Planning |
|---|---|
| Based in | Westlake, Ohio |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Assets under management | $406.9M across 448 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in OH, TX · CRD 4441368 |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | www.keystonefin.com |
How Keith's firm compares
- Keystone Financial Planning's average account is about $908,000, from its Form ADV (assets managed divided by 448 accounts).
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Questions about Keith
Is Keith Sechler a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Keith holds no broker registration, and Keystone Financial Planning 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, Keystone Financial Planning, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Keith Sechler based?
Keith Sechler is based in Westlake, Ohio.
What credentials does Keith Sechler hold?
Keith Sechler holds the CFP credential.
Is Keith Sechler registered with the SEC?
Yes. Keith Sechler is registered as an investment adviser representative in OH and TX (CRD 4441368), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Keystone Financial Planning manage?
Keystone Financial Planning reports $406.9M across 448 accounts in assets under management.
How do I contact Keith Sechler?
Through Keith's website, www.keystonefin.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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