Keystone Asset Management, Inc. fees
Financial planner in McLean, Virginia. Registered with the SEC.
Keystone Asset Management, Inc. (McLean, VA) listed $200 an hour for financial planning in a Form ADV Part 2A brochure dated March 29, 2024, which is more than 18 months old.
with up to 3 other firms
Published fees
Old brochure. These fees come from a brochure dated March 2024, more than 18 months before our data. The firm may charge differently now, and the fees don't count toward any median.
Quoted from the firm's Form ADV Part 2A brochure, filed March 29, 2024. Fees can change.
- Hourly rate
- $200/hr
“Our Financial Planning fees are calculated and charged on an hourly basis at $200 per hour.”
Read by software from the firm's brochure. Check the brochure (PDF) (opens in new tab) before you hire.
At a glance
From the March 2024 brochure
- Also charges a % of assets
- Yes
- Minimum
- None stated in the brochure
- Team size
- 5 employees
- Registered since
- 2004 (22 years)
How Keystone Asset Management, Inc. bills
Payment and refund terms, quoted from the fee section of the brochure.
- “The client is billed quarterly in advance based on our total estimated Financial Planning fees.”
- “The client is billed quarterly in arrears based on actual hours accrued.”
Firm details from Form ADV
- How the firm is paid
- Hourly fees, flat or fixed fees, and a percentage of assets under management
- Clients
- 128
- Works with
- Individuals, high net worth individuals, pension and profit sharing plans, and charities
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and portfolio management for businesses and institutions
- Assets managed
- $261 million
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported on Form ADV as of March 29, 2024
- CRD number
- 130101 (opens in new tab)
- Phone
- (703) 734-3400
Other planners in McLean that publish fees
- B&L Wealth Group, LLCMcLeanHourly $250/hr, Flat $2,000-$10,000
- Alpha Financial Advisors, LLCMcLeanHourly from $250/hr
- Advisors Financial, Inc.McLeanHourly $250-$500/hr
- AB Financial Planning and Investments, LLCMcLeanHourly up to $500/hr, Flat up to $5,000
- SageVest Wealth ManagementMcLeanHourly $100-$500/hr
- OLIO Financial PlanningMcLeanHourly $100-$250/hr, Flat $1,500-$50,000
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.