Advisor at Keystone Advisory Group
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Firm
Keystone Advisory Group
Location
Hollister, CA 95023
Credentials
Series 63, Series 65
Industry experience
19 years
Kelly Monroe is a financial advisor at Keystone Advisory Group with 19 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Keystone since 2013. In addition to her advisory role, Monroe teaches federal employee benefits through the FERS Blueprint training program. Keystone Advisory Group serves individual and high-net-worth clients, as well as trusts, estates, and charitable organizations. The firm offers discretionary portfolio management within a wrap fee program, combining fundamental, technical, and cyclical analysis with a long-term investment approach.
Based on Keystone Advisory Group
Flat fees generally range from $495 to $4,000
Up to $250 per hour
Fee-only: Hourly fees up to $250; Flat fees generally range from $495 to $4,000
2440 Bert Drive, Building 200, Suite 204
Hollister, CA 95023
Arizona · California · Oregon · Texas
Keystone Advisory Group
2013 - Present (13 years)
Self Employed Insurance Agent
2004 - Present (22 years)
SELF EMPLOYED
1995 - Present (31 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.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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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