KEYSTONE ADVISORY GROUP

Overview

Keystone Advisory Group is an independent registered investment adviser that focuses on serving individuals and families. The firm combines financial planning, discretionary portfolio management for individuals and small businesses, and educational seminars as its core offerings. Keystone charges clients through a mix of percentage-of-AUM fees, hourly fees, and fixed fees, which lets it tailor pricing to the complexity and scope of each engagement. On the investment side Keystone shows a clear preference for pooled public funds as its primary building blocks. The firm also uses third‑party real estate managers for alternative exposure. Keystone is not identified as an active ESG investor and lists an affiliation with an insurance company as part of its industry relationships.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices