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KEYSTONE FINANCIAL PLANNING, INC
CRD 104640 · SEC 801-30218
1991 CROCKER ROAD, SUITE 204, WESTLAKE, OH, 44145, United States
Phone
440-234-6323
Fax
440-234-6844
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$406.9M
Discretionary AUM
$406.9M
Team
2 total employees; 2 advisory reps
Clients
51-100
Fees
Percentage of AUM; Fixed fees
Org form
Corporation
Filing date
2026-02-27
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 43 | $17.2M |
| High net worth individuals | 74 | $389.7M |
States served
OH, TX, FL
All web addresses on file
Official SEC filing: View on IAPD