Austin Duvall is a CFP-designated registered investment advisor at Keystone Financial Group, LLC, based in Lexingtin, KY, with 11 years of industry experience. Austin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Insurance Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 6,508 clients with $1.9B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Keystone Financial Group offers asset management services where fees are based on a percentage of the value of your portfolio, ranging from 0.25% to 2.00% per year. These fees are negotiable based on factors like the type of client, complexity, and the amount invested. Fees are billed quarterly in advance. Keystone Financial Group also offers the Keystone Wealth Managed Asset Program (KEYMAP), with similar fee ranges and billing practices. KEYMAP accounts can be either wrap fee (KEYMAP Program II) or non-wrap fee (KEYMAP Program I), affecting how transaction costs are handled.
Location
2201 Regency Road, Suite 304, Lexingtin, KY, 40503
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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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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