Steven Carlson
Keystone Wealth Advisors · Eagan, Minnesota
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.
Request an introduction to Steven →
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 | $201.4M across 66 accounts |
| SEC registration | Investment adviser representative in FL, MN · CRD 2816493 |
| Exams passed | Series 63 (1996) · Series 65 (1999) · Series 66 (2007) |
| Firm size | 3 employees |
| Disclosures | None reported |
| Website | www.keystonewa.com |
How Steven's firm compares
- Keystone Wealth Advisors's average account is about $3.1 million, from its Form ADV (assets managed divided by 66 accounts).
Request an introduction to Steven
Tell Steven a little about what you're looking for. Steven 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 Steven
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Eagan
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
- Keystone Wealth Advisors website : specialties, clients served, and fees, checked October 30, 2026
- 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.