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KEYSTONE FINANCIAL PLANNING, INC

WESTLAKE, OH · CRD 104640 · IAPD ↗ · keystonefin.com · 440-234-6323

$406.9MRegulatory AUM
2Advisory reps
2Employees
0Clients
51-100Planning clients
0Private funds
3States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

48
April 2025 — KEYSTONE FINANCIAL PLANNING, INC moved its main office from MIDDLEBURG HEIGHTS, OH to WESTLAKE, OH.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand
68
April 2024 — KEYSTONE FINANCIAL PLANNING, INC now reports custody of client assets ($174.2M).
Firm now reports custody of client assets — surprise exams and controls follow.
ComplianceCustodian

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.