Keystone Advisory Group
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$67,778,058
Total clients
122
17% high-net worth
Total advisors
2
of 3 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
61
Average account size
$555,558
About
Keystone Advisory Group provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts and charitable organizations, managing roughly $67.8 million on a discretionary basis for about 122 clients with a two-advisor team. Its offerings include comprehensive portfolio management delivered exclusively through the firm’s sponsored wrap fee program, as well as financial planning and consulting on retirement, estate, tax, real estate, insurance analysis and related topics.
The firm emphasizes individualized, fiduciary-focused advice and tailors wrapped portfolios to client objectives, risk tolerance and time horizons, with quarterly account reviews performed by the firm’s designated reviewer and at least annual verbal updates for wrap clients. Investment work uses a mix of fundamental and technical analysis and typically favors long-term purchase strategies, while financial planning engagements generally result in a written plan or consultation completed within about six months and leave implementation to the client.
Keystone is notable among peers for sponsoring its own wrap program and for operating an educational practice that includes the Key2Retire retirement-preparation program, free education offerings, webinars and FERS-focused online training — the firm’s principal devotes regular monthly hours to these activities. Representatives are also licensed insurance agents, a connection that supplements client services but may create additional referral and compensation considerations that prospective clients should review.
Client services
Expertise
Fee options
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
Main office location
Keystone Advisory Group
2440 Bert Drive, Building 200, Suite 204
Hollister CA 95023, United States
Number of offices
2
Most active in
Arizona · California · Oregon · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
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:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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