Keystone Financial Planning, Inc
Firm details
- Headquarters
- Westlake, Ohio
- CRD number
- 104640
- Registered since
- August 14, 1987
- Website
- keystonefin.com
- Custodians
- CHARLES SCHWAB & CO., INC., NATIONWIDE SECURITIES, LLC
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- HNWI95.76%
- Individuals4.24%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Keystone Financial Planning, Inc. is an independent, owner-operated registered investment adviser that focuses on individuals, families and small-business owners. The firm is SEC registered (initial registration recorded in 1987) and combines financial planning with discretionary portfolio management. Fee arrangements are a mix of percentage-of-AUM and fixed charges. Keystone also lists accounting among its business activities, suggesting integrated tax or bookkeeping support alongside investment advice. Its services target individual and family clients rather than institutional or pooled-capital strategies.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds56%
- Exchange Traded Equities43%
- Cash & Cash Equivalents1%
Owners & executives
2 of 2
Keith Sechler
Chief Executive OfficerCRD 4441368
Brigitte Palumbo
Chief Compliance OfficerCRD 6368436
Contacts
1 of 1Linda Borowiak
Vice PresidentCRD 4441369
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXETF holdings
1 of 5Active vs passive
$229M in ETFs
100%
$229M
0%
$0
| ETF | Provider | Style | Category | Value | Shares | % of portfolio |
|---|---|---|---|---|---|---|
| SCHWAB US DIVIDEND EQUITY ETF (SCHD) | Schwab | Passive | Large Value | $204M | 6,279,518 | 89.20% |
Location
Westlake, OH
Cuyahoga
Location
Westlake, OH
Headquartered in Westlake, OH, anchoring the Cleveland-Akron-Canton, OH metro in the Midwest.
- Metro area
- Cleveland-Akron-Canton, OH
- Region
- Midwest
- County
- Cuyahoga
- Address
- 1991 Crocker Rd
- Time zone
- ET (UTC-5)
- Office locations
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