Keystone Financial Planning, Inc.
Keystone Financial Planning, Inc. (CRD# 104640) is a financial advisory firm headquartered in Middleburg Heights, OH. They manage $351,183,124 in 434 accounts and serve the financial needs of clients across 3 states (or territories).
Current Firm Details
Keystone Financial Planning, Inc.
By the Numbers
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Total Assets Under Management351MILLION
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Total Number of Accounts434ACCOUNTS
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Average Account Value$809,178
Compensation Options
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
FL, OH, TX
Financial Advisors at Keystone Financial Planning, Inc.
1
Keith Sechler (CRD# 4441368) is an Investment Advisor Representative working at Keystone Financial Planning, Inc. in Middleburg Heights, OH and has 1 year of experience in the finance industry.
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