Keystone Financial Resources, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed September 16, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$350/hr

“Fees range from $1,000- $25,000 or are $350/ hour.”

Flat or project fee

$500⁠-⁠$2,200

“Clients who utilize the estate planning services will be charged a flat fee ranging between $500 - $2,200.”

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

How Keystone Financial Resources, LLC bills

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

• “Fees are billed monthly in arrears and calculated based on the market value of the Account during the previous month.”
• “If services commenced in the middle of the billing period, fees are prorated for that billing period.”
• “Fees will be billed as services are rendered.”

How Keystone Financial Resources, LLC’s fees compare

• Its hourly rate of $350 is above the Tennessee median of $275. 73% of the 111 other Tennessee planners that publish an hourly rate charge less.
• 5 of the 7 other planners in Brentwood that publish an hourly rate charge less.
• Its flat or project fee of $500-$2,200 is below the Tennessee median of $3,000. 24% of the 89 other Tennessee planners that publish a flat or project fee charge less.
• 1 of the 7 other planners in Brentwood that publish a flat or project fee charge less.

About Keystone Financial Resources, LLC

• Firm size: 4 employees.
• Registered as an adviser: 2026.

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

2.5% a year

Clients

100

Employees

4

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, pension consulting, and selecting other advisers

Assets managed

$178,528,735

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

341495

Website

keystonewealtalliance.com (opens in new tab)

Phone

(707) 932-5849

Other planners in Brentwood that publish fees

• Finwell, Inc.Brentwood$299/hr, $299⁠-⁠$1,999
• Highmark, LLCBrentwood$250/hr, $100⁠-⁠$25,000
• Investgro LLCBrentwood$500/hr, $1,500⁠-⁠$10,000
• Main Street Investors, LLCBrentwood$250⁠-⁠$2,500
• Melby Wealth ManagementBrentwood$333/hr, $4,000
• Nofal Insurance and WealthBrentwood$400/hr

Compare all 18 planners in Brentwood