Keith Southwick
StraitGate Financial · Northville, Michigan
Keith Southwick is a fee-only financial advisor at StraitGate Financial in Northville, Michigan, who holds the CFP, ChFC and CLU credentials. Keith charges an ongoing planning fee and focuses on retirement planning, estate & legacy planning and tax planning.
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Specialties
Facts
| Firm | StraitGate Financial |
|---|---|
| Based in | Northville, Michigan |
| Fee model | Ongoing planning fee |
| Assets under management | $18.1M across 131 accounts |
| Credentials | CFP · ChFC · CLU |
| SEC registration | Investment adviser representative in IL, MI · CRD 2522404 |
| Exams passed | Series 63 (1994) |
| Firm size | 2 employees |
| Disclosures | None reported |
| Website | sgfllc.com |
| Profile |
How Keith's firm compares
- StraitGate Financial's average account is about $138,000, from its Form ADV (assets managed divided by 131 accounts).
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Questions about Keith
Is Keith Southwick a fee-only financial advisor?
Yes. Keith Southwick is listed in the NAPFA directory (NAPFA admits only fee-only advisors). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Keith's firm.
How does Keith charge for financial advice?
Keith charges an ongoing planning fee.
Where is Keith Southwick based?
Keith Southwick is based in Northville, Michigan.
What does Keith specialize in?
Keith's specialties include retirement planning, estate & legacy planning and tax planning.
What credentials does Keith Southwick hold?
Keith Southwick holds the CFP, ChFC and CLU credentials.
Is Keith Southwick registered with the SEC?
Yes. Keith Southwick is registered as an investment adviser representative in IL and MI (CRD 2522404), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does StraitGate Financial manage?
StraitGate Financial reports $18.1M across 131 accounts in assets under management.
How do I contact Keith Southwick?
Through Keith's website, sgfllc.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- StraitGate Financial website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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