Keystone Financial Group, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 13, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$75⁠-⁠$600/hr

“An hourly fee in the range of $75 to $600 per hour (depending upon the investment adviser representative working with Client) is charged by Keystone Financial Group for financial planning services provided under this arrangement.”

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

How Keystone Financial Group, LLC bills

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

• “Fees are prorated (based on the number of days service is provided during the initial billing period) for your account opened at any time other than the beginning of the billing period.”
• “The annual fee is divided and paid quarterly in advance through a direct debit to your account.”
• “Fees for accounts opened at any time other than the beginning of a quarter are prorated based on the number of days remaining in the initial quarter.”

How Keystone Financial Group, LLC’s fees compare

• Its hourly rate of $75-$600 spans the Kentucky median of $250. 78% of the 36 other Kentucky planners that publish an hourly rate charge less.
• 8 of the 11 other planners in Lexington that publish an hourly rate charge less.

About Keystone Financial Group, LLC

• Firm size: 49 employees.
• Registered as an adviser: 2014 (12 years).

Planning areas mentioned in the brochure

• Retirement planning
• Tax planning
• College 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

2% a year

Minimum

$10,000 in assets (stated in brochure)

Clients

6,602

Employees

49

Works with

Individuals, high net worth individuals, charities, and businesses

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and educational seminars and workshops

Assets managed

$2,338,235,877

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

170201

Website

facebook.com/keystone-financial-group-412478585480311/?fref=ts (opens in new tab)

Phone

(859) 317-8316

Can advise clients in 20 states: Alabama, California, Colorado, Florida, Georgia, Illinois, Indiana, Kansas, Kentucky, Maryland, North Carolina, New Jersey, Ohio, Pennsylvania, South Carolina, Tennessee, Texas, Virginia, Washington, West Virginia

Other planners in Lexington that publish fees

• Abri LLCLexington$500/hr, $3,000
• Alpha Financial Partners LLCLexington$250/hr, $5,000⁠-⁠$250,000/yr
• Ballast, Inc.Lexington$200⁠-⁠$10,000
• Blue Castle WealthLexington$125/hr, $250⁠-⁠$2,500
• Context Financial LLCLexington$150⁠-⁠$250/hr, $500⁠-⁠$4,000
• Crimson Oak Wealth Management, LLCLexington$350/hr, $2,500⁠-⁠$5,000

Compare all 27 planners in Lexington