Firm
Keymark Financial
Rolling Hills Estates, California
Fee-only
Facts
| Based in | Rolling Hills Estates, California |
|---|---|
| Website | keymarkfinancial.net |
| Phone | (310) 750-6248 |
Keymark Financial fees
What the firm's own website says it charges, checked October 30, 2026. We keep a price only when the exact words stating it appear on the page.
| Ongoing planning | From $4,800 a year |
|---|---|
| One-time plan | From $1,500 |
| Hourly | $450 an hour |
| Asset-based fee | 0.7% a year on the first tier of assets |
| Account minimum | $500,000 |
| How it charges | Percentage of assets · Ongoing planning fee · One-time plans or projects · Hourly |
In the firm's words
"ranges from $400 - $1000 per month ($1,200 - $3000 per quarter) based on complexity" source
"Development of initial financial plan consists of an upfront charge of $1500 - $5000 based on complexity." source
"Hourly rates start at $450 per hour." source
"(($2,000,000 x 0.70%) + ($1,000,000 x 0.50%)) ÷ 4 = $4,750" source
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Hourly · Fixed fees |
|---|---|
| Assets managed | $40 million |
| Individual clients | 105 |
| Financial planning | Offered |
| Form ADV filed | March 30, 2026 |
| SEC record | CRD 288302 |