KEYSTONE FINANCIAL PLANNING, INC
CRD #104640 SEC #801-30218 WESTLAKE, OH 440-234-6323
SEC Registered
Total AUM
$377.5M
Discretionary
$377.5M
Employees
2
Clients
51
Accounts
435
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Mar 2025 | $377.5M | $377.5M | $0 | 2 | 0 |
| Mar 2024 | $351.2M | $351.2M | $0 | 2 | 0 |
| Mar 2023 | $342.9M | $342.9M | $0 | 2 | 0 |
| Nov 2022 | $336.9M | $336.9M | $0 | 2 | 0 |
| Mar 2022 | $336.9M | $336.9M | $0 | 2 | 0 |
| Mar 2021 | $276.4M | $276.4M | $0 | 2 | 0 |
| Jun 2020 | $262M | $262M | $0 | 2 | 2 |
| Mar 2020 | $262M | $262M | $0 | 2 | 2 |
| Mar 2019 | $209.6M | $209.6M | $0 | 2 | 2 |
| Mar 2018 | $222.1M | $222.1M | $0 | 2 | 2 |
| Feb 2017 | $187.9M | $187.9M | $0 | 2 | 26 |
| Mar 2016 | $162.5M | $162.5M | $0 | 2 | 26 |
| Mar 2015 | $171.7M | $171.7M | $0 | 2 | 100 |
| Sep 2014 | $143.9M | $143.9M | $0 | 3 | 101 |
| Feb 2014 | $143.9M | $143.9M | $0 | 4 | 101 |
| Apr 2013 | $119.9M | $119.9M | $0 | 4 | 26 |
| Feb 2013 | $119.9M | $119.9M | $0 | 4 | 26 |
| Feb 2012 | $104.1M | $104.1M | $0 | 6 | 26 |
| Mar 2011 | $95.2M | $95.2M | $0 | 10 | -- |
| Jan 2008 | $113M | $113M | $0 | 5 | -- |
| Jan 2007 | $106.2M | $106.2M | $0 | 5 | -- |
| Nov 2006 | $81.7M | $81.7M | $0 | 5 | -- |
| Jan 2006 | $81.7M | $81.7M | $0 | 5 | -- |
| Nov 2005 | $87.7M | $87.7M | $0 | 5 | -- |
| Feb 2005 | $87.7M | $87.7M | $0 | 5 | -- |
| Jan 2005 | $72M | $72M | $0 | 5 | -- |
| Jan 2004 | $55.4M | $55.4M | $0 | 5 | -- |
| Aug 2001 | $91.3M | $91.3M | $0 | 5 | -- |
DateMar 2025
Total AUM$377.5M
Discretionary$377.5M
Non-Disc.$0
Employees2
Clients0
DateMar 2024
Total AUM$351.2M
Discretionary$351.2M
Non-Disc.$0
Employees2
Clients0
DateMar 2023
Total AUM$342.9M
Discretionary$342.9M
Non-Disc.$0
Employees2
Clients0
DateNov 2022
Total AUM$336.9M
Discretionary$336.9M
Non-Disc.$0
Employees2
Clients0
DateMar 2022
Total AUM$336.9M
Discretionary$336.9M
Non-Disc.$0
Employees2
Clients0
DateMar 2021
Total AUM$276.4M
Discretionary$276.4M
Non-Disc.$0
Employees2
Clients0
DateJun 2020
Total AUM$262M
Discretionary$262M
Non-Disc.$0
Employees2
Clients2
DateMar 2020
Total AUM$262M
Discretionary$262M
Non-Disc.$0
Employees2
Clients2
DateMar 2019
Total AUM$209.6M
Discretionary$209.6M
Non-Disc.$0
Employees2
Clients2
DateMar 2018
Total AUM$222.1M
Discretionary$222.1M
Non-Disc.$0
Employees2
Clients2
DateFeb 2017
Total AUM$187.9M
Discretionary$187.9M
Non-Disc.$0
Employees2
Clients26
DateMar 2016
Total AUM$162.5M
Discretionary$162.5M
Non-Disc.$0
Employees2
Clients26
DateMar 2015
Total AUM$171.7M
Discretionary$171.7M
Non-Disc.$0
Employees2
Clients100
DateSep 2014
Total AUM$143.9M
Discretionary$143.9M
Non-Disc.$0
Employees3
Clients101
DateFeb 2014
Total AUM$143.9M
Discretionary$143.9M
Non-Disc.$0
Employees4
Clients101
DateApr 2013
Total AUM$119.9M
Discretionary$119.9M
Non-Disc.$0
Employees4
Clients26
DateFeb 2013
Total AUM$119.9M
Discretionary$119.9M
Non-Disc.$0
Employees4
Clients26
DateFeb 2012
Total AUM$104.1M
Discretionary$104.1M
Non-Disc.$0
Employees6
Clients26
DateMar 2011
Total AUM$95.2M
Discretionary$95.2M
Non-Disc.$0
Employees10
Clients--
DateJan 2008
Total AUM$113M
Discretionary$113M
Non-Disc.$0
Employees5
Clients--
DateJan 2007
Total AUM$106.2M
Discretionary$106.2M
Non-Disc.$0
Employees5
Clients--
DateNov 2006
Total AUM$81.7M
Discretionary$81.7M
Non-Disc.$0
Employees5
Clients--
DateJan 2006
Total AUM$81.7M
Discretionary$81.7M
Non-Disc.$0
Employees5
Clients--
DateNov 2005
Total AUM$87.7M
Discretionary$87.7M
Non-Disc.$0
Employees5
Clients--
DateFeb 2005
Total AUM$87.7M
Discretionary$87.7M
Non-Disc.$0
Employees5
Clients--
DateJan 2005
Total AUM$72M
Discretionary$72M
Non-Disc.$0
Employees5
Clients--
DateJan 2004
Total AUM$55.4M
Discretionary$55.4M
Non-Disc.$0
Employees5
Clients--
DateAug 2001
Total AUM$91.3M
Discretionary$91.3M
Non-Disc.$0
Employees5
Clients--