Keystone Wealth Partners LLC

Keystone Wealth Partners LLC (CRD# 171811) is a financial advisory firm headquartered in Chandler, AZ. They manage $32,407,980 in 280 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    32
    MILLION
  • Total Number of Accounts
    280
    ACCOUNTS
  • Average Account Value
    $115,743
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

AZ, TX

Financial Advisors at Keystone Wealth Partners LLC
Showing 1 - 3 of 3 top financial advisors.
1
Chad M. Fletcher
CRD#: 4031971
3115 S Price Rd, Chandler, AZ 85248
96
Wealthminder
score

Chad Fletcher (CRD# 4031971) is an Investment Advisor Representative working at Keystone Wealth Partners LLC in Chandler, AZ and has over 17 years of experience in the finance industry.

2
John T. Hagensen
CRD#: 5657096
3115 S Price Rd, Chandler, AZ 85248
93
Wealthminder
score

John Hagensen (CRD# 5657096) is an Investment Advisor Representative working at Keystone Wealth Partners LLC in Chandler, AZ and has over 7 years of experience in the finance industry.

3
Francisco P. Sirvent
CRD#: 6250958
3115 S Price Rd, Chandler, AZ 85248
88
Wealthminder
score

Francisco Sirvent (CRD# 6250958) is an Investment Advisor Representative working at Keystone Wealth Partners LLC in Chandler, AZ and has over 2 years of experience in the finance industry.

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