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 $1,243,093,426 assets under management, offering retirement planning & investment advisory services to 5191 clients. The firm is staffed with 39 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
| Firm CRD# | 170201 |
| SEC# | 801-79274 |
| Assets Managed by Firm | $1,243,093,426 |
| No. of Clients | 5191 |
| No. of Advisors | 39 |
Fee Structure
- A Percentage of AUM
- Hourly charges
- Fixed Fees
Advisory Services Provided
- Financial Planning
- Portfolio Management for Individuals
- Educational Seminars/ Workshops
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 5191 | $1,243,093,426 |
| Individuals (other than high net worth individuals) | 4993 | $735,143,164 |
| High net worth individuals | 179 | $488,777,132 |
| Charitable organizations | 9 | $2,722,005 |
| Corporations or other businesses | 10 | $16,451,125 |
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 | $14,542,535,000 | 140 | 14 |
| $7,802,138,241 | 111 | 50 | |
| $4,569,619,524 | 15255 | 169 | |
| $4,512,203,227 | 108 | 14 | |
| $3,974,646,909 | 108 | 19 |
Explore More Retirement Advisors in Lexington, Kentucky