Firm
The Keystone Financial Alliance
Atlanta, Georgia
Fee-only
The Keystone Financial Alliance at a glance
- One of 307 fee-only firms based in Georgia in the Wellspent graph.
- 1 advisor is listed here.
- Its Form ADV reports 3 employees and 119 individual clients, 75 of them high net worth.
- Its average account is about $370,000 (assets it manages divided by its 445 accounts).
Fee-only advisors in Georgia · What fee-only advisors charge in Georgia
Facts
| Based in | Atlanta, Georgia |
|---|---|
| Website | mykfa.com |
| Phone | (404) 260-0710 |
The Keystone Financial Alliance fees
The Keystone Financial Alliance 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 | $165 million |
| Individual clients | 44 |
| High-net-worth clients | 75 |
| Accounts managed | 445 |
| Employees | 3 |
| Planning clients | 1-10 |
| Registered with | The SEC (801-115035) |
| Financial planning | Offered |
| Form ADV filed | March 30, 2026 |
| SEC record | CRD 168760 |