WESTLAKE, OHCRD 104640Latest ADV February 27, 2026
Keystone Financial Planning, Inc is an SEC registered investment adviser organized as a corporation with a primary office location in Westlake, OH. Its latest Form ADV filing, dated February 27, 2026, reports $407M in regulatory assets under management, 2 employees, and 448 accounts.
Assets Under Management
$407M
Employees
2
Offices
--
Total Clients
117
Primary office
WESTLAKE, OH
1991 CROCKER ROAD, SUITE 204, WESTLAKE, OH, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentHNWI represent 63.2% of total clients.
Top client categories% of clientsClients
1
HNWI
63.2%
74
2
Individuals
36.8%
43
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$407Mas of February 27, 2026
Discretionary100.0%
$407M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$407M
Total Accounts448
10Y AUM Change+$219M (+116.6%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees2
Clients per Employee59:1
10Y Employee Change0 (0.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.