Luke Thatcher
Keystone Private Wealth · Palm Desert, California
Luke Thatcher 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.
Request an introduction to Luke →
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 8330596 |
| Exams passed | Series 65 (2026) |
| Firm size | 11 employees |
| Disclosures | None reported |
| Website | www.keystoneprivatewealth.com |
How Luke's firm compares
- Keystone Private Wealth's average account is about $558,000, from its Form ADV (assets managed divided by 1,542 accounts).
Request an introduction to Luke
Tell Luke a little about what you're looking for. Luke isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Luke
Is Luke Thatcher a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Luke 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 Luke charge for financial advice?
Luke's firm, Keystone Private Wealth, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Luke Thatcher based?
Luke Thatcher is based in Palm Desert, California.
Is Luke Thatcher registered with the SEC?
Yes. Luke Thatcher is registered as an investment adviser representative in CA (CRD 8330596), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
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 Luke Thatcher?
Through Luke'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.
See something wrong? Request a correction. Read our methodology.