Keith McBride Financial Services Inc.

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Client assets under management

$27,956,994

Clients

20% high-net worth

Advisors

of 2 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

Low

Average account size

$399,386

About

Keith McBride Financial Services Inc. provides advisory services to individuals, high‑net‑worth clients, and pension/profit‑sharing plans, offering ongoing portfolio management, financial planning, and pension consulting. Its investment advice is generally limited to mutual funds, equities, fixed income, ETFs, real‑estate funds (including REITs) and select insurance products, with annuities restricted to fixed contracts.

The firm builds an Investment Policy Statement for each client to document goals, time horizon, and risk tolerance, and offers both discretionary and non‑discretionary management with periodic (at least quarterly) reviews and custodian‑issued reporting. Investment methods include fundamental, quantitative, technical/charting, cyclical and modern portfolio theory, and the firm implements both long‑term and short‑term trading strategies.

A relatively uncommon feature is that a firm representative is a licensed insurance agent and the firm offers commissionable insurance products; the brochure discloses these outside compensation arrangements and states the firm will document and disclose related conflicts of interest. The firm also discloses referral arrangements (for real estate and e‑commerce) and requires use of a specific institutional custodian, steps it cites as part of its approach to managing execution, reporting, and potential conflicts.

Client services

Financial planning Portfolio management Pension consulting

Expertise

Income planning College savings (529s, UTMA, etc.) Cash flow / budgeting

Fee options

Fixed

Fixed fee of $2,500 for creating client financial plans

Percentage

$0 - $3,000,000: 1.50% $3,000,001 - $5,000,000: 1.00% $5,000,001+: 0.75%

Project-based

$250 per hour for financial planning services

Main office location

Keith McBride Financial Services Inc.

Torrance CA, United States

Number of offices

Most active in

California · Missouri · Oregon · Texas · Washington

Disclosures

Business activities & affiliations

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.

Forms ADV

Form ADV Part 2: Client Brochure

Quick links

310-579-7399

Advisors at this firm

Natalie F

Series 65

Torrance, CA

Keith McBride Financial Services Inc.

Natalie Fisher is a financial advisor at Keith McBride Financial Services Inc. She holds a Series 65 designation and has been with the firm since 2023. Prior to her advisory role, her work experience includes positions in education and hospitality. Keith McBride Financial Services Inc. provides investment advisory services to individuals, high-net-worth clients, and pension or profit-sharing plans, offering portfolio management, financial planning, and pension consulting. The firm employs a diverse investment approach that includes multiple analysis methods and offers both discretionary and non-discretionary management with regular portfolio monitoring.

Income planning College savings (529s, UTMA, etc.) Cash flow / budgeting

Keith M

Series 65

Torrance, CA

Keith McBride Financial Services Inc.

Keith McBride is the sole advisor at Keith McBride Financial Services Inc. in Torrance, CA, holding a Series 65 designation with 14 years of industry experience. He previously worked at Integrity Financial Corporation from 2010 to 2019 and has maintained his own firm since 2016. In addition to his advisory role, McBride is a licensed insurance agent. Keith McBride Financial Services Inc. provides investment advisory services to individuals, high-net-worth clients, and pension or profit-sharing plans, focusing on portfolio management, financial planning, and pension consulting. The firm employs a diverse investment process incorporating various analysis methods and offers both discretionary and non-discretionary management with regular portfolio monitoring and quarterly reviews.

Income planning College savings (529s, UTMA, etc.) Cash flow / budgeting

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