Firm
Keystone Financial Planning
Westlake, Ohio
Fee-only
Keystone Financial Planning at a glance
- One of 337 fee-only firms based in Ohio in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 2 employees and 117 individual clients, 74 of them high net worth.
- Its average account is about $908,000 (assets it manages divided by its 448 accounts).
Fee-only advisors in Ohio · What fee-only advisors charge in Ohio
Facts
| Based in | Westlake, Ohio |
|---|---|
| Website | keystonefin.com |
| Phone | (440) 234-6323 |
Keystone Financial Planning fees
Keystone Financial Planning 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 · Fixed fees |
|---|---|
| Assets managed | $407 million |
| Individual clients | 43 |
| High-net-worth clients | 74 |
| Accounts managed | 448 |
| Employees | 2 |
| Planning clients | 51-100 |
| Registered with | The SEC (801-30218) |
| Financial planning | Offered |
| Form ADV filed | February 27, 2026 |
| SEC record | CRD 104640 |