Elwyn Hopkins is a ChFC-designated registered investment advisor at Keystone Financial Advisory, LLC, based in Carmel, IN, with 27 years of industry experience. Elwyn operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Keystone Financial Advisory charges an hourly rate of $180 for investment management and asset management services, with an annual fee capped at 3% of the portfolio value being advised. Fees are billed monthly in arrears based on the actual hours of service provided.
Location
Carmel, IN
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Keystone Financial Advisory, LLC
Previous Registrations
PNC Investments
Ameriprise Financial Services, INC.
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
More Advisors
- John Wortman, CFPValeo Financial Advisors, LLC
- Nicholas Weyhmueller, CFPValeo Financial Advisors, LLC
- Gregory Smith, CFPCapital Client Group, INC.
- Nicholas Fohrer, CFPValeo Financial Advisors, LLC
- Xavier Williams, CFPCharles Schwab & CO., INC.
- Peter Royeca, CFPValeo Financial Advisors, LLC