Firm
Keystone Wealth Advisors
Eagan, Minnesota
Fee-only
Keystone Wealth Advisors at a glance
- One of 180 fee-only firms based in Minnesota in the Wellspent graph.
- 3 advisors are listed here; 1 of 3 hold the CFP.
- Its Form ADV reports 3 employees and 66 individual clients, 25 of them high net worth.
- Its average account is about $3.1 million (assets it manages divided by its 66 accounts).
Fee-only advisors in Minnesota · What fee-only advisors charge in Minnesota
Facts
| Based in | Eagan, Minnesota |
|---|---|
| Website | keystonewa.com |
| Phone | (612) 465-8118 |
Keystone Wealth Advisors 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 | $1,000,000 |
|---|
In the firm's words
"Minimum required investment - $1,000,000" 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 |
|---|---|
| Assets managed | $201 million |
| Individual clients | 41 |
| High-net-worth clients | 25 |
| Accounts managed | 66 |
| Employees | 3 |
| Planning clients | 11-25 |
| Registered with | The SEC (801-71355) |
| Financial planning | Offered |
| Form ADV filed | June 11, 2026 |
| SEC record | CRD 153418 |
Advisors at this firm (3)
Other fee-only firms in Minnesota
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