A complete list of active advisors currently associated with Keystone Wealth Advisors, Incorporated

Warmer can help you find a great advisor at Keystone Wealth Advisors, Incorporated or one who fits your needs even better.

Keystone Wealth Advisors, Inc. serves individuals (including high‑net‑worth and non‑HNW clients), pension and profit‑sharing plans, trusts, estates, charitable organizations and small businesses, offering personalized financial planning, investment management, and ERISA plan advisory services. The firm is fee‑based and provides asset management and hourly financial planning without selling commission products, overseeing roughly $201.35 million in client assets with a small advisory team. Keystone creates an Investment Policy Statement for each client and tailors strategies to stated objectives, risk tolerance and time horizon, typically using mutual funds, separately managed accounts and outside sub‑advisors. The firm conducts quarterly reviews but operates predominantly on a non‑discretionary basis—documenting recommendations and obtaining client approval before executing individual trades. What is distinctive is the firm’s overwhelmingly non‑discretionary asset base (discretionary assets reported as $0 and non‑discretionary $201,352,666 as of April 30, 2026), a configuration that is uncommon among peers and consistent with its frequent role as a limited‑scope ERISA 3(21) advisor and participant education provider. Ownership includes a licensed CPA and the firm does not routinely vote client proxies, leaving voting to clients unless proxy assistance is requested.

To learn more about the advisors currently working at Keystone Wealth Advisors, Incorporated, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.