Fee-only adviser · Brentwood, TN
Keystone Financial Resources, LLC
Keystone Financial Resources, LLC is a fee-only investment adviser registered with the U.S. Securities and Exchange Commission, with its main office in Brentwood, Tennessee. On its latest Form ADV, filed September 16, 2026, it reports $179M in regulatory assets under management, 100 individual clients and 4 employees who give 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 | SEC-registered |
|---|---|
| Firm CRD number | 341495 · SEC file 801-136428 |
| Office | 7112 Crossroads Blvd, Suite 101 Brentwood, TN 37128 |
| Phone | (707) 932-5849 |
| Website | www.keystonewealtalliance.com |
| Regulatory assets under management | $179M |
| Individual clients | 28 non-high-net-worth, 72 high-net-worth |
| Financial planning clients | 0 |
| How it charges | Percentage of assets, Hourly, Fixed fee |
| Services | Financial planning, Portfolio management, Pension consulting, Selection of other advisers |
| Employees | 4 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | September 16, 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 high-net-worth, which on Form ADV means they meet the SEC’s qualified-client or qualified-purchaser test: broadly, more than $1 million managed by the adviser or a net worth above $2 million, with the thresholds indexed for inflation.
- It provides financial planning services, not only portfolio management.
- It sponsors or manages a wrap fee program; ask what the bundled fee covers.
- 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 Brentwood
- TBH Global Asset Management, LLC $1.5B
- Tranquility Partners, LLC $960M
- Main Street Investors, LLC $31M
- Highmark, LLC $120M
- J. Mark Nickell & Co. $146M
- Rosemary Frank Financial, LLC $37M
See all 15 fee-only advisers in Brentwood →
Nearby
- Franklin 21 firms
- Nashville 39 firms
- College Grove 1 firm
- Murfreesboro 3 firms
- Mt. Juliet 1 firm
- Goodlettsville 1 firm
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