Keystone Investment Advisors, LLC fees and pricing
Financial planner in Wexford, Pennsylvania. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated March 30, 2026, Keystone Investment Advisors, LLC charges $100-$250 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed March 30, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $100-$250/hr
“Hourly rates range from $100 - $250 depending on the level of complexity.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Keystone Investment Advisors, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Billing Investment management fees are billed monthly, in advance, meaning that we invoice you before the monthly billing period has begun.”
- “Payment in full is expected upon invoice presentation.”
- “The client must consent in advance to direct debiting of their investment account.”
How Keystone Investment Advisors, LLC’s fees compare
- Its hourly rate of $100-$250 is below the Pennsylvania median of $250. 13% of the 267 other Pennsylvania planners that publish an hourly rate charge less.
- 1 of the 4 other planners in Wexford that publish an hourly rate charge less.
About Keystone Investment Advisors, LLC
“Keystone provides personalized confidential financial planning and investment management to individuals, high net worth clients, trusts, estates, state or municipalities.”
- Firm size: 2 employees.
- Registered as an adviser: 2009 (17 years).
Planning areas mentioned in the brochure
- Retirement planning
- Tax planning
- Estate planning
- College planning
- Insurance analysis
- Cash flow and budgeting
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
- Clients
- 54
- Employees
- 2
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and portfolio management for businesses and institutions
- Assets managed
- $66,494,843
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 150622
- Phone
- (412) 217-6241
Other planners in Wexford that publish fees
- Eamon Capital Management, LLCWexford$250/hr
- Green Trail Investments, LLCWexford$225/hr, $1,500-$5,000
- Guardian Capital, LLCWexford$150/hr, $3,000
- Muhlenkamp & Co IncWexford$250/hr
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.