Keith Sechler is a CFP-designated registered investment advisor at Keystone Financial Planning, INC, based in Westlake, OH, with 26 years of industry experience. Keith operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 117 clients with $410M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $5.0M | 0.50% |
| $5.0M - $40.0M | 0.50% |
| $40M+ | 0.40% |
Fees are blended for the first $5,000,000. Once assets cross $5,000,000, a flat linear fee of 0.50% applies to the entire balance, dropping to 0.40% above $40,000,000. Accounts under $1,000,000 may be charged a fixed fee of $2,000 to $10,000 instead. Fees are negotiable.
Fee Estimator
Location
1991 Crocker Road, Suite 204, Westlake, OH, 44145
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 Planning, INC
State Registrations2 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.
Exams
More Advisors
- Barry Pavlo, CFAFort Washington Investment Advisors INC
- Michael George, PFSAthletes Financial Advisers, LLC
- Michael Brady, CFPMichael Brady & CO., LLC
- Brandon Steinhagen, CFP, ChFCCwm, LLC
- Kimberly Spisak, CFPCambridge Investment Research Advisors, INC.
- James Eastwood, CFPAmfg Wealth Management LLC