Keith Mahan
Keith Mahan is a CFP-designated registered investment advisor at Stonecrest Wealth Management, INC, based in Chandler, AZ, with 33 years of industry experience. Keith operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 385 clients with $380M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
StoneCrest Wealth Management charges a fee based on the value of your investments, ranging from 0.78% to 1.50% per year. The exact rate depends on the complexity of your situation, the amount you invest, and whether you use their financial planning services. Clients with under $1,000,000 in assets may be charged a monthly technology fee of $4.25 for portfolio reporting technology.
Location
118 S Kyrene Road, Suite 4, Chandler, AZ, 85226
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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 →Other Business ActivitiesSells Insurance
Keith is dually registered as an Investment Advisor Representative and a Registered Representative, spending the majority of his time as an Investment Advisor Representative. He is also a licensed insurance professional and the President of KCASHMAN 118 KYRENE LLC, a real estate management company.
Employment History
Current Registrations
Stonecrest Wealth Management, INC
Kingswood Capital Partners, LLCBroker
Previous Registrations
Capital Analysts
Lincoln InvestmentBroker
Capital Analysts, IncorporatedBroker
State Registrations19 states
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.