Austin Duvall
Austin Duvall is a CFP-designated registered investment advisor at Keystone Financial Group, LLC, based in Lexingtin, KY, with 12 years of industry experience. Austin is also registered as a broker, so some compensation may come from commissions on products sold. 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
2201 Regency Road, Suite 304, Lexingtin, KY, 40503
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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 Activities
Austin is associated with JR Young Co Inc. since 2014 and provides investment advisory services through Keystone Financial Group, LLC since 2018, dedicating about half his time to this role. He also started Duvall Financial LLC in 2024 for tax/investment purposes, dedicating full-time hours.
Employment History
Current Registrations
Keystone Financial Group, LLC
LPL Financial LLCBroker
Previous Registrations
LPL Financial LLC
State Registrations14 states
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