Firm
Keystone Financial Consultants
Atlanta, Georgia
Fee-only
Keystone Financial Consultants at a glance
- One of 307 fee-only firms based in Georgia in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 2 employees and 36 individual clients, 12 of them high net worth.
- Its average account is about $604,000 (assets it manages divided by its 69 accounts).
Fee-only advisors in Georgia · What fee-only advisors charge in Georgia
Facts
| Based in | Atlanta, Georgia |
|---|---|
| Phone | (404) 869-0131 |
Keystone Financial Consultants fees
Keystone Financial Consultants doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.
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 | $42 million |
| Individual clients | 24 |
| High-net-worth clients | 12 |
| Accounts managed | 69 |
| Employees | 2 |
| Planning clients | 0 |
| Financial planning | Offered |
| Form ADV filed | March 30, 2022 |
| SEC record | CRD 126704 |