KEYSTONE FINANCIAL PLANNING, INC

Overview

Keystone Financial Planning, Inc. is an independent registered investment adviser formed in 1987 that serves individual and family clients. The firm combines financial planning with portfolio management for individuals and small businesses and lists accounting among its business activities. Its fee model mixes percentage-of-AUM billing with fixed-fee engagements, which supports both ongoing wealth-management relationships and project-based planning work. Investment activity shows a clear tilt toward public funds and concentrated use of ETFs alongside individual equities. The firm does not identify as an active ESG investor and is not positioned as a capital allocator; instead it relies on third-party managers and pooled vehicles to implement client strategies. Given the client base and asset mix, Keystone appears focused on providing diversified, income-oriented and core equity exposure with supplemental solutions such as annuities for liability-driven or income needs.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices