Michael Hobbs is a CFP-designated registered investment advisor at Keystone Financial Group, LLC, based in Ashland, KY, with 18 years of industry experience. Michael 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, High Net Worth, and 4 more. Their firm serves 6,628 clients with $2.3B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Annual fees range between 0.25% and 2.00% depending on the services, account size, and representative. Fees are negotiable.
Fee Estimator
Location
1212 Bath Ave, Ste 401, Ashland, KY, 41101
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 →Other Business Activities
Michael is doing business as Hobbs Financial Management, LLC since 2010, which is a DBA for his LPL business. He is also an attorney at Webb and Hobbs PSC since 2008, dedicating about a quarter of his time to this role, with slightly less time spent during securities trading hours.
Employment History
Current Registrations
Keystone Financial Group, LLC
Previous Registrations
LPL Financial LLC
LPL Financial LLCBroker
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
- Noel Rigsby, CFP, ChFCEdward Jones