Keystone Financial Planning, Inc
SEC RegisteredOur goal is to build an income stream sufficient to meet your retirement needs.
About the firm
KFP invests in a portfolio of common stocks of some of the best, high quality, financially strong companies in the world, with the goal of building an income stream sufficient to meet clients' retirement needs that increases over time to offset inflation.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Dividend-focused investment management using common stocks, financial planning, and estate planning guidance
Who they serve
Families seeking to stay committed to their financial plan and achieve their goals
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 43 | $17M |
| High Net Worth Individuals | 74 | $390M |
Leadership
Office locations
Advisors at this firm
1 advisor in the directory
Regulatory & compliance
Data as of February 27, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Keystone Financial Planning, Inc has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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