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
CFP®, Series 66
Industry experience
18 years
Michael Hobbs is a CFP® with 17 years of industry experience, currently serving as a financial advisor at Keystone Financial Group, LLC since 2019. He has previously worked with LPL Financial and Kentucky Trust Company and maintains a legal practice through Webb and Hobbs PSC. Keystone Financial Group serves a diverse client base including individual investors, retirement plans, trusts, estates, and business entities, offering asset management, financial planning, and fiduciary management services. The firm utilizes a combination of model portfolios, third-party managers, and advisor-led implementation across multiple platforms to manage approximately $1.86 billion in assets.
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
Keystone Financial Group, LLC
2019 - Present (7 years)
LPL Financial
2008 - Present (18 years)
Kentucky Trust Company
2008 - 2018 (10 years)
Michael W.. Hobbs PLLC
2008 - Present (18 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.
Series 63, Series 65
Ashland, KY
Leif Clarke Wealth Management, Inc.
Series 65
Ashland, KY
Leif Clarke Wealth Management, Inc.
Series 65
Huntington, WV
Global Value Investment Corporation
Series 66
Huntington, WV
The huntington Investment company
Series 63, Series 66
Ashland, KY
FIFTH THIRD SECURITIES, Inc.
Series 63, Series 65
Russell, KY
International Assets Investment Management, LLC
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")