Elwyn Hopkins is a ChFC-designated registered investment advisor at Keystone Financial Advisory, LLC, based in Carmel, IN, with 26 years of industry experience. Elwyn operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Keystone Financial Advisory offers investment management services charged at an hourly rate of $180 per hour, not to exceed 3% annually of the assets being advised. The fee may be negotiable. Fees are billed monthly based on the number of hours of service provided. Clients may terminate services with 30 days written notice.
Location
Carmel, IN
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Keystone Financial Advisory, LLC
Previous Registrations
PNC Investments
Ameriprise Financial Services, INC.
State Registrations1 state
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