Keating Financial Advisory Services provides personalized investment management and financial planning services to individuals, families, businesses, and retirement plans. The firm offers both discretionary and non-discretionary investment management, primarily operating through a bundled fee program that covers investment advice, trade execution, and custody. In addition to portfolio management, Keating Financial Advisory Services offers modular financial planning covering cash flow, education savings, retirement, risk management, estate planning, portfolio analysis, and charitable giving. The firm also provides consulting services for retirement plans such as 401(k)s. Keating Financial Advisory Services operates under several business names including Purposeful Wealth Advisors, The Weddle Team, Fireside Wealth Planning Solutions, and Steadfast Wealth Group.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
The annual program fee ranges from negotiable to 2.50% depending on the complexity of the account and the amount of assets.