What Keystone Wealth Partners does

Keystone Wealth Partners is a localized brand and lead-generation experience operating under Creative Planning, LLC, a privately held independent registered investment advisor headquartered in Overland Park, Kansas. Per firmographic data, Keystone Wealth Partners itself operates with 11-50 employees and was established in 2014, while the broader Creative Planning affiliate network reports $710B+ in combined assets under management or advisement as of December 31, 2025, supported by 625+ CFP professionals on staff and advisor coverage across all 50 U.S. states.

The integrated platform delivers wealth management services across four primary verticals: family office services for ultra-affluent clients ($10M+ investable assets, including legacy planning, charitable planning, asset protection, wealth transfer, liquidity/exit planning, family governance, and philanthropy); private wealth management for high-net-worth clients (up to $10M), encompassing investment management with alternative investments, strategic tax planning, estate planning, financial planning, retirement planning, and insurance planning; 401(k) and institutional investment consulting for retirement plans and nonprofit foundations; and a business services vertical covering M&A advisory, business valuations, business tax, audit and attest (delivered through a partnership with independently governed CPA firm BerganKDV), outsourced accounting and bill pay, payroll, legal, technology, and commercial insurance.

The revenue model is fee-based, recurring AUM advisory fees for individuals and families plus fiduciary fees for retirement plans and institutional consulting, with a stated minimum of $500,000 in U.S.-based investable assets required to engage the firm; specific fee tiers by AUM band are not publicly disclosed. Go-to-market is sales-led and direct, executed via dedicated advisor teams in major metropolitan areas, phone-based intake, and an online asset-qualification form, with top-of-funnel demand generated through an insights blog, three podcasts (Down the Middle, Signal or Noise?, Icons and Ideas), seven interactive financial calculators, and prominent display of third-party rankings from WSJ Buyside, Barron's, and FA Magazine.

Name

Keystone Wealth Partners

Legal name

Creative Planning, LLC

Website

https://keystonewealthpartners.com

Company type

Private

Founded year

2014

Operating status

Operating

Headcount range

11–50 employees

Short description

Keystone Wealth Partners is a localized brand of Creative Planning, LLC, an independent RIA delivering integrated wealth management, family office, retirement plan, and business advisory services to ultra-affluent and high-net-worth clients nationwide, with a $500,000 minimum investable asset threshold.

Ownership category

akta.pro rank

Product category

Wealth Management

NAICS

Portfolio Management and Investment Advice (523940), Trusts, Estates, and Agency Accounts (52592)

SIC

Investment Advice (6282)

akta.pro primary industry

Financial Planning–Led RIAs (FSAAACAB)

akta.pro secondary industries

Retirement & Pension Wealth (401(k)/IRA/SIPP/Superannuation Retail) (FSAAAAAJ), Insurance-Integrated Wealth Managers (RIA + Insurance Solutions) (FSAAACAI)

Keywords

• Wealth management services
• Financial planning advisory
• Investment management
• Estate planning services
• Retirement plan consulting

Headquarters

HQ city

Chandler

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Technology or R&D, Marketing or Sales

Revenue model

1. Wealth Management Advisory Fees: Fee-based advisory services for ultra-affluent and high-net-worth individuals and families, including investment management, financial planning, estate planning, retirement planning, and insurance planning. Services are provided on a fiduciary basis.

Pricing tiers

Go-to-market motion1 record

Distribution channels2 records

Marketing channels5 records

Core offering

Keystone Wealth Partners, operating under Creative Planning, provides fee-based fiduciary wealth management and family office services to high-net-worth and ultra-affluent individuals and families. Core offerings include investment management, financial planning, tax planning, estate planning, retirement planning, and insurance planning. The firm also serves retirement plans, nonprofit foundations, and business owners with 401(k) plan services, institutional investment consulting, M&A advisory, business valuations, accounting, payroll, legal, technology, and audit services.

Product overview

Keystone Wealth Partners, operating under Creative Planning, offers a comprehensive wealth management platform with three core service tiers: Family Office Services for ultra-affluent clients ($10M+), Wealth Management for high-net-worth individuals (up to $10M), and 401(k)/Business Services for organizations. The platform integrates investment management, tax planning, estate planning, insurance planning, and retirement planning as interconnected core offerings. Supporting services include business consulting (M&A, valuations, accounting, payroll, legal, technology), charitable planning, and a suite of financial calculators. The company serves clients nationwide across all 50 states with a minimum investment threshold of $500,000.

Differentiator

Problem solved

Functional benefit

Products and services

• Family Office Services Comprehensive family office services for ultra-affluent clients (over $10 million in assets) including legacy planning, charitable planning, asset protection, wealth transfer, liquidity and exit planning, family governance, philanthropy, and social impact services.
• Private Wealth Management Services
• 401(k) and Retirement Plan Services
• Business Services
• International Wealth Services
• Audit and Attest Services

Named customers4 records

Segments4 records

Ideal customer profiles4 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

One partnership is on record.

• BerganKDVcoreImplementation/ SI/ Consulting PartnerCreative Planning works closely with BerganKDV, an independent and separately governed licensed CPA firm, to provide audit and attest services to business clients. BerganKDV is not a public accounting firm but provides CPA services in partnership with Creative Planning.

Scale indicators3 records

Recent moves6 records

Expansion highlights6 records

Direct peers

• Creative Planning: Creative Planning is the parent legal entity of Keystone Wealth Partners and operates an identical integrated wealth management platform. It is the most directly comparable reference point because Keystone is effectively a brand extension of this firm.
• CAPTRUST: Independent RIA specializing in investment management and retirement plan advisory for institutions, foundations, and HNW individuals. Directly comparable for Keystone's retirement plan and institutional consulting offerings.
• Bessemer Trust: Multi-family office serving ultra-high-net-worth families with investment management, estate planning, and family governance services. Direct comparable for Keystone's ultra-affluent ($10M+) family office segment.
• Fisher Investments: Large independent RIA serving HNW and ultra-affluent clients with discretionary portfolio management. Comparable in scale, fee-based model, and target customer base of high-net-worth households.
• Cerity Partners: Independent wealth management and advisory firm focused on HNW individuals, families, and business owners with integrated investment, tax, and retirement plan services. Strong overlap with Keystone's target segments and service mix.
• Hightower Advisors: Independent RIA platform serving HNW clients with comprehensive wealth management, retirement plan, and business advisory services. Comparable multi-advisor, fee-based fiduciary model.
• Mariner Wealth Advisors: Independent RIA offering comprehensive wealth management, tax, estate, and retirement planning to HNW individuals and families. Closely comparable integrated service model and client segmentation strategy.
• Edelman Financial Engines: One of the largest independent RIAs in the U.S., providing fee-based wealth management, financial planning, and 401(k) advisory. Comparable scale, fiduciary model, and integrated planning offering.

Broad incumbents

• J.P. Morgan Private Bank: Broad incumbent serving ultra-high-net-worth and HNW clients with investment management, lending, trust, and banking services. Comparable target client and integrated offering, but anchored to a global universal bank rather than an independent RIA.
• Northern Trust Wealth Management: Large incumbent wealth manager serving ultra-affluent families through a multi-family office platform with investment, trust, and estate services. Overlaps with Keystone's UHNW offering but operates within a broader bank/trust franchise.

Market position

Strengths4 records

Weaknesses5 records

Competitive moat5 records

Key risks6 records

Key highlights6 records

Customer concentration

• Xx.com/keystonewp
• Facebookfacebook.com/KeystoneWealthPartners
• LinkedInlinkedin.com/company/keystone-wealth-partners-llc

Revenue estimate

Valuation estimate

Number of profiles

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Keystone Wealth Partners