Keystone Fiduciary Financial Planning and Tax Advisory fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed February 10, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$2,500⁠-⁠$10,000

“The negotiated fixed rate for creating client financial plans is between $2,500 and $10,000.”

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How Keystone Fiduciary Financial Planning and Tax Advisory bills

Payment and refund terms, quoted from the fee section of the brochure.

• “These fees are generally negotiable and the final fee schedule will be memorialized in the client’s advisory agreement.”
• “Clients may terminate the agreement without penalty for a full refund of KFFPTA's fees within five business days of signing the Investment Advisory Contract.”
• “Clients may terminate the agreement without penalty, for full refund of KFFPTA’s fees, within five business days of signing the Financial Planning Agreement.”

How Keystone Fiduciary Financial Planning and Tax Advisory’s fees compare

• Its flat or project fee of $2,500-$10,000 spans the Pennsylvania median of $3,650. 72% of the 232 other Pennsylvania planners that publish a flat or project fee charge less.
• 5 of the 5 other planners in Bethlehem that publish a flat or project fee charge less.

About Keystone Fiduciary Financial Planning and Tax Advisory

• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2026.

Firm details from Form ADV

How the firm is paid

Fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1.2% a year

Employees

1

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

339819

Phone

(484) 619-6049

Other planners in Bethlehem that publish fees

• Liberty Square Wealth Partners LLCBethlehem$300/hr, $500⁠-⁠$2,500
• Rowan Financial LLCBethlehem$280/hr, $1,000
• Social Justice Capital LLCBethlehem$250/hr, $100⁠-⁠$10,000
• Stark Wealth Management LLCBethlehem$1,000
• Weyhill Investment Counsel, LLCBethlehem$250/hr, $200⁠-⁠$5,000

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