Advisor at Keystone Financial Group, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Keystone Financial Group, LLC
Location
Lexington, KY 40503
Credentials
Series 66
Industry experience
25 years
James Young is a financial advisor at Keystone Financial Group, LLC with 25 years of industry experience. He holds a Series 66 designation and has worked at Keystone since 2017, with prior experience at LPL Financial LLC and Linsco Private Ledger Corp. Outside of his advisory role, he co-owns Young Brothers Farms LLC, a family farm established to protect inherited property. Keystone Financial Group serves a diverse client base including individual investors, retirement plans, trusts, estates, and business entities. The firm offers asset management, financial planning, retirement-plan consulting, and fiduciary management services, utilizing a combination of model portfolios, third-party managers, and advisor-led implementation supported by technology and custodial relationships.
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
2017 - Present (9 years)
LPL Financial
2006 - Present (20 years)
Linsco Private Ledger Corp
2002 - Present (24 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.
ChFC®, Series 63, Series 65
Lexington, KY
Pulse Wealth
Series 63, Series 65
Lexington, KY
BRK Wealth Management LLC
CFP®, Series 63
Lexington, KY
Moneywise, Inc.
CFP®
Lexington, KY
Geiser Wealth Planning, LLC
I founded Geiser Wealth Planning, LLC to help busy people by being their reliable, personal point of contact and to assist them with the important questions and decisions they face in the financial side of their lives. I have over 30 years of experience in the financial services industry with 18 years specifically focused on helping individuals meet their financial goals. Geiser Wealth Planning, LLC provides wealth and investment management using the Assets Under Management fee structure. Geiser Wealth Planning, LLC also specializes in helping Sales Professionals in the Pharmaceutical/Medical Supply and Healthcare industry. Please visit www.geiserwealthplanning.com for more details and information.
CFP®, Series 66
Lexington, KY
Crimson Oak Wealth Management, LLC
Series 65
Lexington, KY
Blue Castle Wealth
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")