Directory of Professional Retirement Planners
National Coverage
Local Professionals
Home > Retirement Planners > kentucky > lexington > KEYSTONE FINANCIAL GROUP, LLC
KEYSTONE FINANCIAL GROUP, LLC
527 Wellington Way, Ste 225
Lexington, Kentucky 40503
Tel: 859-317-8316
About KEYSTONE FINANCIAL GROUP, LLC
KEYSTONE FINANCIAL GROUP, LLC, formally registered with the SEC as KEYSTONE FINANCIAL GROUP, LLC. The firm was established in 02/26/2014. They have over 10 offices throughout the country.
KEYSTONE FINANCIAL GROUP, LLC is a Lexington, Kentucky based Financial Planning firm with nearly $1,509,725,992 assets under management, offering retirement planning & investment advisory services to 5260 clients. The firm is staffed with 45 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 170201 |
| SEC# | 801-79274 |
| Assets Managed by Firm | $1,509,725,992 |
| No. of Clients | 5260 |
| No. of Advisors | 45 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Education seminars/workshops
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 5260 | $1,509,725,992 |
| Individuals (other than high net worth individuals) | 4979 | $804,197,244 |
| High net worth individuals | 255 | $685,892,469 |
| Charitable organizations | 13 | $3,440,022 |
| Corporations or other businesses | 13 | $16,196,257 |
More Retirement Planning firms in Lexington, Kentucky:
| Firm Name | Assets Under Management | Total Clients | Total Advisors |
|---|---|---|---|
TAYLOR ADVISORS, INC., A HUB INTERNATIONAL COMPANY 700 North Hurstbourne Pkwy, Suite 110 Louisville, KY, 40222 | $16,780,521,000 | 147 | 14 |
| $7,678,048,654 | 93 | 44 | |
| $4,469,969,570 | 105 | 19 | |
| $3,803,189,141 | 21 | 142 | |
| $3,257,395,486 | 67 | 180 |
Explore More Retirement Advisors in Lexington, Kentucky