# Steven Carlson

> Steven Carlson is a fee-only financial advisor at Keystone Wealth Advisors in Eagan, Minnesota. Keystone Wealth Advisors reports charging a percentage of assets and hourly fees on its Form ADV.

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

## Facts

- **Firm:** Keystone Wealth Advisors
- **Based in:** Eagan, Minnesota
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly
- **Fees (firm's website):** a $1,000,000 asset minimum
- **Assets under management (firm):** $201.4M across 66 accounts
- **CRD:** 2816493 (https://adviserinfo.sec.gov/individual/summary/2816493)
- **SEC registration:** Investment adviser representative in FL, MN
- **Exams passed:** Series 63 (1996), Series 65 (1999), Series 66 (2007)
- **Firm size:** 3 employees
- **Disclosures:** None reported
- **Website:** http://www.keystonewa.com

## Frequently asked questions

### Is Steven Carlson a fee-only financial advisor?

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

### How does Steven charge for financial advice?

Steven's firm, Keystone Wealth Advisors, reports charging a percentage of assets and hourly fees on its SEC Form ADV.

### How much does Steven charge?

According to Keystone Wealth Advisors's website, checked October 30, 2026: a $1,000,000 asset minimum.

### Where is Steven Carlson based?

Steven Carlson is based in Eagan, Minnesota.

### Is Steven Carlson registered with the SEC?

Yes. Steven Carlson is registered as an investment adviser representative in FL and MN (CRD 2816493), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Keystone Wealth Advisors manage?

Keystone Wealth Advisors reports $201.4M across 66 accounts in assets under management.

### How do I contact Steven Carlson?

Through Steven's website, www.keystonewa.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/2816493): 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 (http://www.keystonewa.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.