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| Keystone Financial Planning (KFP) is a Registered Investment Advisor in Pennsylvania and New Jersey. KFP may only transact business in those states in which it is registered, or qualifies for an exemption or exclusion from registration requirements. Currently, KFP is not registered in any additional states because the firm qualifies for a registration exemption in those states. In the event that a client from a state other than New Jersey or Pennsylvania decides to utilize our services, KFP will confirm the applicability of the exemption or seek registration in the client's home state. |
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| The Securities and Exchange Commission and state regulators require all registered investment advisors to provide prospective clients with a disclosure document called the Form ADV Part II. Consumers should always request the Form ADV Part II from any investment advisor they are serious about hiring. KFP's disclosure document provides vital information about the firm's business operations, services, investment philosophy, fees, and qualifications. |
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 Download KFP's Form ADV Part II (1,122k) |
| To save the ADV to your computer, right click the link and choose 'Save Target As'. |
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Regulatory Compliance
Macungie, PA 18062
