Kelli Cox
Keystone Private Wealth · Palm Desert, California
Kelli Cox is a fee-only financial advisor at Keystone Private Wealth in Palm Desert, California. Keystone Private Wealth reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Keystone Private Wealth |
|---|---|
| Based in | Palm Desert, California |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $860.7M across 1,542 accounts |
| SEC registration | Investment adviser representative in CA · CRD 7417895 |
| Firm size | 11 employees |
| Disclosures | Reported; see the SEC record |
| Website | www.keystoneprivatewealth.com |
How Kelli's firm compares
- Keystone Private Wealth's average account is about $558,000, from its Form ADV (assets managed divided by 1,542 accounts).
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Questions about Kelli
Is Kelli Cox a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Kelli holds no broker registration, and Keystone Private Wealth reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Kelli charge for financial advice?
Kelli's firm, Keystone Private Wealth, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Kelli Cox based?
Kelli Cox is based in Palm Desert, California.
Is Kelli Cox registered with the SEC?
Yes. Kelli Cox is registered as an investment adviser representative in CA (CRD 7417895), 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 Private Wealth manage?
Keystone Private Wealth reports $860.7M across 1,542 accounts in assets under management.
How do I contact Kelli Cox?
Through Kelli's website, www.keystoneprivatewealth.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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