Keystone Financial Advisory offers investment management and financial planning services to individuals. Keystone Financial Advisory provides advice through consultations to determine financial objectives, identify financial problems, manage cash flow, plan for taxes, review insurance, manage investments, fund education, plan for retirement, and plan for legacy. Keystone Financial Advisory is a fee-only firm and does not sell commissioned products. Clients make the final decision on investment selection.
Fee Structure
Keystone Financial Advisory offers investment management services charged at an hourly rate of $180 per hour, not to exceed 3% annually of the assets being advised. The fee may be negotiable. Fees are billed monthly based on the number of hours of service provided. Clients may terminate services with 30 days written notice.