# Keystone Fiduciary Financial Planning and Tax Advisory

> Keystone Fiduciary Financial Planning and Tax Advisory is a state-registered investment advisory firm in Bethlehem, PA, registered since 2026, reporting under $25 million in regulatory assets under management in its Form ADV filing dated April 7, 2026.

- CRD: 339819
- Filed as: KEYSTONE FIDUCIARY FINANCIAL PLANNING AND TAX ADVISORY
- Legal name: Keystone Fiduciary Financial Planning & Tax Advisory, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Bethlehem, PA
- Filing period: October 2026
- Form ADV filing dated: April 7, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/339819
- AdvisorCensus page: https://advisorcensus.com/firm/keystone-fiduciary-financial-planning-and-tax-advisory-bethlehem-pa-339819

## Quick answers

**How is Keystone Fiduciary Financial Planning and Tax Advisory compensated?**
On its Form ADV (Item 5.E, October 2026), Keystone Fiduciary Financial Planning and Tax Advisory reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees).

**Where is Keystone Fiduciary Financial Planning and Tax Advisory located?**
Keystone Fiduciary Financial Planning and Tax Advisory's principal office is in Bethlehem, PA, according to its Form ADV.

**Is Keystone Fiduciary Financial Planning and Tax Advisory registered with the SEC or a state?**
Keystone Fiduciary Financial Planning and Tax Advisory is a state-registered investment advisory firm, registered since 2026. Status as filed: APPROVED. CRD 339819.

**How much does Keystone Fiduciary Financial Planning and Tax Advisory manage?**
Keystone Fiduciary Financial Planning and Tax Advisory reports $0 in regulatory assets under management in its Form ADV filing dated April 7, 2026.

**Does Keystone Fiduciary Financial Planning and Tax Advisory report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/339819

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $0
- Discretionary: $0
- Non-discretionary: $0

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2026 (0 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: PA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Keystone Fiduciary Financial Planning and Tax Advisory (CRD 339819): Form ADV filing data as of October 2026.