# Ryan Keating

> Ryan Keating is a fee-only financial advisor at StackStone Wealth in Dubuque, Iowa, who holds the CFP credential. Ryan focuses on tax planning and estate & legacy planning. StackStone Wealth reports charging a percentage of assets and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/ryan-keating/
Built from SEC adviser records and the firm's website; last checked October 30, 2026.

## Facts

- **Firm:** StackStone Wealth
- **Based in:** Dubuque, Iowa
- **Fee model (firm's Form ADV):** Percentage of assets; Fixed fees
- **Works virtually:** Yes (firm's website)
- **Accepting new clients:** Yes (firm's website)
- **Assets under management (firm):** $1.49B across 7,944 accounts
- **Credentials:** CFP
- **Specialties:** Tax planning, Estate & legacy planning
- **CRD:** 7375026 (https://adviserinfo.sec.gov/individual/summary/7375026)
- **SEC registration:** Investment adviser representative in IA
- **Exams passed:** Series 66 (2022)
- **Firm size:** 27 employees
- **Disclosures:** None reported
- **Website:** https://stackstone-wealth.com/

## Frequently asked questions

### Is Ryan Keating a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Ryan holds no broker registration, and StackStone Wealth reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Ryan charge for financial advice?

Ryan's firm, StackStone Wealth, reports charging a percentage of assets and fixed fees on its SEC Form ADV.

### Does Ryan work with clients virtually?

Yes. StackStone Wealth says on its website that it works with clients remotely.

### Where is Ryan Keating based?

Ryan Keating is based in Dubuque, Iowa.

### What does Ryan specialize in?

Ryan's specialties include tax planning and estate & legacy planning.

### What credentials does Ryan Keating hold?

Ryan Keating holds the CFP credential.

### Is Ryan Keating registered with the SEC?

Yes. Ryan Keating is registered as an investment adviser representative in IA (CRD 7375026), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does StackStone Wealth manage?

StackStone Wealth reports $1.49B across 7,944 accounts in assets under management.

### How do I contact Ryan Keating?

Through Ryan's website, stackstone-wealth.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/7375026): 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 and Form ADV: registration, exams, and firm facts, data as of October 29, 2026
- The firm's website (https://stackstone-wealth.com/): specialties, clients served, and fees, checked October 30, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.