Keystone Wealth Advisors, Incorporated

RIASEC RegisteredEst. 2010

Total AUM

$201M

Discretionary

0% of AUM

Avg account

$3.1M

Accounts

Employees

Advisory reps

Firm details

Headquarters: Eagan, Minnesota
CRD number: 153418
Registered since: April 30, 2010
Website: www.keystonewa.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges
Client types: HNWI79.19%
Individuals20.81%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Keystone Wealth Advisors, Incorporated is an independent, SEC‑registered registered investment adviser that has operated since 2010. The firm is organized as a corporation with individual ownership and positions itself as a capital allocator to individual and family clients. Its advisory services emphasize financial planning and portfolio management across both individual/small‑business and institutional/business relationships, along with pension consulting services and the selection of other advisers on clients’ behalf. Keystone charges clients by a percentage of assets under management and also uses hourly billing for some engagements. The firm does not self‑identify as an active ESG investor.