Fee-only adviser · Rolling Hills Estates, CA
Keymark Financial
Keymark Financial is a fee-only investment adviser registered with the securities regulator of California, with its main office in Rolling Hills Estates, California. On its latest Form ADV, filed March 30, 2026, it reports $40M in regulatory assets under management, 117 individual clients and 1 employee who gives investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | State-registered: California |
|---|---|
| Firm CRD number | 288302 |
| Office | 500 Silver Spur Suite 203 Rolling Hills Estates, CA 90275 |
| Phone | (310) 750-6248 |
| Website | www.keymarkfinancial.net |
| Regulatory assets under management | $40M |
| Individual clients | 105 non-high-net-worth, 12 high-net-worth |
| Financial planning clients | 51-100 |
| How it charges | Percentage of assets, Hourly, Fixed fee |
| Services | Financial planning, Portfolio management |
| Employees | 3 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | March 30, 2026 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- It offers hourly or fixed-fee arrangements, so you may be able to pay for a plan without handing over your investments.
- It also charges a percentage of assets managed for ongoing investment management.
- Most of its individual clients are not high-net-worth, so it is likely to work with people who are still building assets.
- It provides financial planning services, not only portfolio management.
- It reports no disciplinary history on Form ADV.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
Other fee-only advisers in Rolling Hills Estates
- Darrell Capital Management, LLC $100M
- Kearns and Associates, LLC $1.2B
- Afzali Investments, LLC $7.8M
- Portage Capital Management LLC $27M
- Southern California Wealth Management Associates $34M
See all 6 fee-only advisers in Rolling Hills Estates →
Nearby
- Palos Verdes Estates 2 firms
- Rolling Hills 1 firm
- Redondo Beach 4 firms
- Torrance 15 firms
- Hermosa Beach 6 firms
- Manhattan Beach 16 firms
- Carson 1 firm
- El Segundo 18 firms
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