$406.9M Total AUM
$406.9M Disc. AUM
6.0% 3Y CAGR
2 Employees
117 ADV. Clients
39 yrs Firm Age
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- Custodian
- Charles Schwab & Company · Nationwide
- Clients
- Retail
- Platforms
- Available
- Established Date
- 08-01-1986
- Office Locations
- 1
Office Locations
1991 Crocker Road Suite 204 Westlake OH
About Keystone Financial Planning, INC
Keystone Financial Planning is a Westlake, Ohio wealth planning firm focused on helping families build a rising retirement income stream designed to offset inflation. The firm emphasizes portfolios of high‑quality, financially strong common stocks and supports clients with planning around taxes and retirement decisions such as Roth conversions and Medicare premium considerations. Custody includes Charles Schwab.
Team overview
-- AVG AGE
$203.5M AVG AUM / ADVISOR
$3.5M AVG AUM / CLIENT
26.2 yrs AVG TENURE
2 Employees
2 Advisory Reps
1 RIA Reps
39yrs Firm Age
Insights
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Investment Themes
Available
Investment Vehicles
Available
Platform
Available
Services
Available
Technology
Available
Owner & Executives
K
KEITH L. SECHLER
Chief Executive Officer, Director, TREASURER
- CRD
- #4441368
- Ownership
- 50% but less than 75%
Available
Available
Available
L
LINDA A. BOROWIAK
--
- CRD
- --
- Ownership
- 25% but less than 50%
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $406,936,329 | $908,340 |
| Non-Discretionary | $0 | -- |
| Total | $406,936,329 | $908,340 |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Equity - Exchange:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
13F Holdings | Q2 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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