William Scott
Keystone Financial Resources · Brentwood, Tennessee
William Scott is a fee-only financial advisor at Keystone Financial Resources in Brentwood, Tennessee. Keystone Financial Resources reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Keystone Financial Resources |
|---|---|
| Based in | Brentwood, Tennessee |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $178.5M across 348 accounts |
| SEC registration | Investment adviser representative in TN · CRD 5920445 |
| Exams passed | Series 65 (2011) |
| Firm size | 4 employees |
| Disclosures | Reported; see the SEC record |
| Website | www.keystonewealtalliance.com |
How William's firm compares
- Keystone Financial Resources's average account is about $513,000, from its Form ADV (assets managed divided by 348 accounts).
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Questions about William
Is William Scott a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: William holds no broker registration, and Keystone Financial Resources reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does William charge for financial advice?
William's firm, Keystone Financial Resources, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is William Scott based?
William Scott is based in Brentwood, Tennessee.
Is William Scott registered with the SEC?
Yes. William Scott is registered as an investment adviser representative in TN (CRD 5920445), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
How much does Keystone Financial Resources manage?
Keystone Financial Resources reports $178.5M across 348 accounts in assets under management.
How do I contact William Scott?
Through William's website, www.keystonewealtalliance.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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