Keith Sechler is a CFP-designated registered investment advisor at Keystone Financial Planning, INC, based in Westlake, OH, with 26 years of industry experience. Keith operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 117 clients with $410M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $5.0M | 0.50% |
| $5.0M - $40.0M | 0.50% |
| $40M+ | 0.40% |
Fees are negotiable. Legacy relationships may pay a different fee schedule.
Fee Estimator
Location
1991 Crocker Road, Suite 204, Westlake, OH, 44145
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Keystone Financial Planning, INC
State Registrations2 states
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