Keystone Financial Planning, Inc
Keystone Financial Planning, Inc is an SEC-registered wealth manager in Westlake, OH with $406.9M assets under management (AUM, regulatory AUM), +8% over one year. See who owns Keystone Financial Planning, Inc: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 104640, SEC 801-30218, data through 2026-02-27.
- AUM (assets under management / regulatory AUM)
- $406.9M (2026-02-27)
- Firm type
- Wealth Manager
- Location
- Westlake, OH
- Employees
- 2
- Clients
- 117
- CRD
- 104640
- Ownership
- SECHLER, LINDA, A.; SECHLER, KEITH, L.; BOROWIAK, LINDA, A.; PALUMBO, BRIGITTE
How much AUM does Keystone Financial Planning, Inc have?
Keystone Financial Planning, Inc reported $406.9M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-02-27).
Who owns Keystone Financial Planning, Inc?
Disclosed owners and executives of Keystone Financial Planning, Inc include SECHLER, LINDA, A., SECHLER, KEITH, L., BOROWIAK, LINDA, A., PALUMBO, BRIGITTE. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.