Michael Mortenson
Keystone Private Wealth · Palm Desert, California
Michael Mortenson is a fee-only financial advisor at Keystone Private Wealth in Palm Desert, California, who holds the CFP credential. 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 |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA · CRD 6064013 |
| Exams passed | Series 66 (2012) |
| Firm size | 11 employees |
| Disclosures | None reported |
| Website | www.keystoneprivatewealth.com |
| Profile |
How Michael'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 Michael
Is Michael Mortenson a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Michael 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 Michael charge for financial advice?
Michael's firm, Keystone Private Wealth, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Michael Mortenson based?
Michael Mortenson is based in Palm Desert, California.
What credentials does Michael Mortenson hold?
Michael Mortenson holds the CFP credential.
Is Michael Mortenson registered with the SEC?
Yes. Michael Mortenson is registered as an investment adviser representative in CA (CRD 6064013), 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 Michael Mortenson?
Through Michael'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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