Firm
Keystone Financial Services
Loveland, Colorado
Fee-only
Facts
| Based in | Loveland, Colorado |
|---|---|
| Website | keystonefinancial.com |
| Phone | (970) 744-5408 |
Keystone Financial Services 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.
| Account minimum | $500,000 |
|---|
In the firm's words
"we work with individuals or families that have $500,000 of investible assets or more" 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 · Fixed fees |
|---|---|
| Assets managed | $379 million |
| Individual clients | 162 |
| Financial planning | Offered |
| Form ADV filed | May 27, 2026 |
| SEC record | CRD 310623 |