Advisor at Keystone Financial Group, LLC
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Firm
Keystone Financial Group, LLC
Location
Lexington, KY 40503
Credentials
Series 66
Industry experience
21 years
Adam Richardson is a financial advisor with Keystone Financial Group, LLC in Lexington, KY, holding a Series 66 designation and 21 years of industry experience. He has been with Keystone and LPL Financial since 2014. Outside of advisory work, he is involved in automobile restorations through Simple & Rich LLC. Keystone Financial Group serves a diverse client base including individual investors, retirement plans, trusts, estates, and businesses, providing asset management, financial planning, and fiduciary services. The firm utilizes technology and multiple LPL-sponsored platforms to deliver scalable portfolio management and integrates program-based solutions with traditional advisory services.
Based on Keystone Financial Group, LLC
Fixed fees for financial planning and consulting services generally range from $300 to $25,000
$0 - $500,000: 1.5% $500,000 - $2,000,000: 1.4% $2,000,000 - $5,000,000: 1.0% $5,000,000+: 0.8%
Certain representatives are dually registered and may earn commissions on insurance products and brokerage transactions, but not on advisory accounts managed by the firm
Hourly fees for financial planning and consulting services range from $75 to $600 per hour
Account minimum: $10,000 Minimum fee: Minimum fee for financial planning services on an hourly basis: $500; Minimum fixed fee for financial planning services: $500; Minimum hourly fee for consulting services: $75; Minimum fixed fee for consulting services: $500 Fee-only: Financial planning and consulting services charged on hourly basis ($75 to $600 per hour) or fixed fee basis ($300 to $25,000)
527 Wellington Way, Ste 225
Lexington, KY 40503
Kentucky · Texas
Keystone Financial Group, LLC
2014 - Present (12 years)
LPL Financial
2014 - Present (12 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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