THE KEYSTONE FINANCIAL ALLIANCE, LLC
SEC RegisteredBEYOND FINANCIAL PLANNING
About the firm
Keystone Financial Alliance is a transition planning group helping clients make decisions about life before making decisions about money. They work with clients to set goals, create dreams, and design and execute a plan so that their future is everything they envision.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Life Transition Planning, Comprehensive Wealth Management, and Investment Advisory services including individualized investment advice and strategies tailored to the client's specific needs.
Who they serve
Individuals and families navigating life transitions, including those managing predictable or sudden wealth and facing complex financial decision making.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 44 | $13M |
| High Net Worth Individuals | 75 | $152M |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
1 advisor in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| $0 - $1,000,000 | 1.50% |
| $1,000,001 - $2,000,000 | 1.25% |
| $2,000,001 - $5,000,000 | 1.00% |
| $5,000,001 - $10,000,000 | 0.85% |
Data as of March 30, 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. THE KEYSTONE FINANCIAL ALLIANCE, LLC 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.
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