Dillon Woodruff is a CFP-designated registered investment advisor at Keystone Financial Resources, LLC, based in Brentwood, TN, with 7 years of industry experience. Dillon operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Annuities, Business Owners, Estate Planning, and 7 more. Their firm serves 100 clients with $180M 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 | 2.50% |
Maximum annual fee is 2.50%. Fees are negotiable on a client-by-client basis. Accounts are also subject to a monthly $8 software reporting fee.
Fee Estimator
Location
7112 Crossroads Blvd Suite 101, Brentwood, TN, 37027
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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
Dillon volunteers as treasurer for Millersburg Baptist Church. This activity is not investment-related.
Employment History
Current Registrations
Keystone Financial Resources, LLC
Brookstone Capital Management LLC
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
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