The Keystone Financial Alliance, LLC fees and pricing

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.

Flat or project fee

$2,500⁠-⁠$10,000

“Our flat fees generally range from $2,500 to $10,000.”

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

How The Keystone Financial Alliance, LLC bills

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

• “Our annual portfolio management fee is billed and payable, quarterly in advance, based on the balance at end of billing period.”
• “The initial fee will be prorated according to the number of days remaining in the calendar quarter.”
• “Fees are automatically deducted from the account pursuant to the advisory agreement and are 7 not billed separately to clients.”

How The Keystone Financial Alliance, LLC’s fees compare

• Its flat or project fee of $2,500-$10,000 spans the Georgia median of $5,000. 67% of the 152 other Georgia planners that publish a flat or project fee charge less.
• 28 of the 47 other planners in Atlanta that publish a flat or project fee charge less.

About The Keystone Financial Alliance, LLC

• Principal: Brian Henderson
• Firm size: 3 employees.
• Registered as an adviser: 2019 (7 years).

Planning areas mentioned in the brochure

• Estate planning
• Cash flow and budgeting

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

1.5% a year

Clients

119

Employees

3

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

$164,700,000

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

168760

Website

mykfa.com (opens in new tab)

Phone

(404) 260-0710

Can advise clients in 5 states: Alabama, Florida, Georgia, North Carolina, New York

Other planners in Atlanta that publish fees

• Aegis Capital GroupAtlanta$100⁠-⁠$250/hr, $1,000⁠-⁠$3,000
• Ages Legacy Advisors, LLCAtlanta$400/hr, $400⁠-⁠$5,000
• Anchyra Partners LLCAtlanta$500⁠-⁠$1,000/hr, $5,000⁠-⁠$100,000
• Aprio Wealth Management, LLCAtlanta$2,500/yr
• Atlanta Wealth Management, Inc.Atlanta$240/hr
• Aust Financial Advisory, LLCAtlanta$400/hr, $6,000

Compare all 159 planners in Atlanta