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 63, Series 65
Industry experience
27 years
Richard Slade is a financial advisor with Keystone Financial Group, LLC in Lexington, KY, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been with Keystone since 2013 and also associated with LPL Financial since 2010. Outside of his advisory work, Slade owns and operates a farm business focused on hay and cattle. 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 strategies supported by technology and custodial platforms.
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
2013 - Present (13 years)
LPL Financial, LLC
2010 - Present (16 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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