PlannerFees

Keystone Financial Consultants, Inc. fees and pricing

Financial planner in Atlanta, Georgia. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated March 30, 2022, Keystone Financial Consultants, Inc. charges $75⁠-⁠$250 an hour, a monthly fee of $833, and an annual fee of $10,000 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 30, 2022. Fees can change, so confirm with the firm before you hire them.

Hourly rate
$75⁠-⁠$250/hr
“Depending on the complexity of the financial plan and the needs of the client, our fees for financial planning services range from $75 to $250 per hour (min. 1 hour).”
Monthly fee
$833/mo
“Monthly Rate of (.0008333) Monthly Fee of $833.34 or Annual Fee of $10,000 Our fee schedule for investment management services is negotiable.”
Annual fee
$10,000/yr

From the same sentence as above.

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Keystone Financial Consultants, Inc. bills

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

  • “Our hourly rates and fixed fees are negotiable, and the final fee assessment, as agreed upon, will be outlined in our financial planning agreement. 3.”
  • “The hourly rate for advisory consultations is negotiable, and the final fees are outlined in our advisory agreement.”
  • “Fees for investment management services are billed monthly in arrears, meaning invoices are transmitted, electronically or otherwise, at the end of each month (or shortly thereafter).”

How Keystone Financial Consultants, Inc.’s fees compare

  • Its hourly rate of $75-$250 is below the Georgia median of $250. 12% of the 169 other Georgia planners that publish an hourly rate charge less.
  • 4 of the 47 other planners in Atlanta that publish an hourly rate charge less.
  • Its annual fee of $10,000 is above the Georgia median of $5,438. 66% of the 47 other Georgia planners that publish an annual fee charge less.
  • 11 of the 21 other planners in Atlanta that publish an annual fee charge less.

About Keystone Financial Consultants, Inc.

  • Firm size: 2 employees.
  • Credentials named in the brochure: CFP® and CPA.
  • Registered as an adviser: 2019 (7 years).

Planning areas mentioned in the brochure

  • Retirement planning

Firm details from Form ADV

How the firm is paid
Hourly fees, fixed or flat fees, percentage of assets under management
Charges a % of assets
Yes
Highest asset based fee in brochure
1% a year
Clients
36
Employees
2
Works with
Individuals and high net worth individuals
Services reported to regulators
Financial planning, portfolio management for individuals and small businesses, and other services
Assets managed
$41,689,067
Registered with
State securities regulators
Disciplinary disclosures
None reported
SEC CRD number
126704
Phone
(404) 869-0131

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