Keystone Advisory Group
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Keystone Advisory Group provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts and charitable organizations, managing roughly $67.8 million on a discretionary basis for about 122 clients with a two-advisor team. Its offerings include comprehensive portfolio management delivered exclusively through the firm’s sponsored wrap fee program, as well as financial planning and consulting on retirement, estate, tax, real estate, insurance analysis and related topics.
The firm emphasizes individualized, fiduciary-focused advice and tailors wrapped portfolios to client objectives, risk tolerance and time horizons, with quarterly account reviews performed by the firm’s designated reviewer and at least annual verbal updates for wrap clients. Investment work uses a mix of fundamental and technical analysis and typically favors long-term purchase strategies, while financial planning engagements generally result in a written plan or consultation completed within about six months and leave implementation to the client.
Keystone is notable among peers for sponsoring its own wrap program and for operating an educational practice that includes the Key2Retire retirement-preparation program, free education offerings, webinars and FERS-focused online training — the firm’s principal devotes regular monthly hours to these activities. Representatives are also licensed insurance agents, a connection that supplements client services but may create additional referral and compensation considerations that prospective clients should review.
Client services
Expertise
Fee options
Flat fees generally range from $495 to $4,000
Up to $250 per hour
Fee-only: Hourly fees up to $250; Flat fees generally range from $495 to $4,000
Main office
See office2440 Bert Drive, Building 200, Suite 204
Hollister CA 95023
Advisors at this office
1
Offices (2)
Most active in
Arizona · California · Oregon · Texas
Also doing business as
Keystone Advisory Group · Keystone Planning Partnership · The Key2 Retire Formula · The Monroe Team, Inc · The Monroe Team, Inc.
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Advisors at this firm
Aubriana V
Series 65
Scottsdale, AZ
Keystone Advisory Group
Aubriana Villagrana is a financial advisor at Keystone Advisory Group with 11 years of industry experience. She holds a Series 65 designation and has been with Keystone since 2011. Outside of her advisory role, she creates online instructional videos on hair care and moderates a federal employee benefits training program. Keystone Advisory Group serves individual and high-net-worth clients, as well as trusts, estates, and charitable organizations, providing investment advisory services through a discretionary wrap fee portfolio management program. The firm also offers financial planning, consulting, and retirement-focused education with a particular emphasis on federal employees.
Kelly M
Series 63, Series 65
Hollister, CA
Keystone Advisory Group
Kelly Monroe is a financial advisor at Keystone Advisory Group with 19 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Keystone since 2013. In addition to her advisory role, Monroe teaches federal employee benefits through the FERS Blueprint training program. Keystone Advisory Group serves individual and high-net-worth clients, as well as trusts, estates, and charitable organizations. The firm offers discretionary portfolio management within a wrap fee program, combining fundamental, technical, and cyclical analysis with a long-term investment approach.
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