Keystone Personal
Typically $6,000-$7,500
For households and professionals with meaningful complexity, where coordination across investments, taxes, and long-term planning is the primary focus.
Why Every Client Begins With the Keystone Method™
Good advice only works in context. Every financial decision—tax moves, investments, business structure, retirement income—touches everything else.
That’s why every relationship begins with the Keystone Method™: a defined, six-month engagement that connects every part of your financial life so the advice we give fits the full picture. Once the foundation is built, ongoing advisory keeps it working.
Keystone Method™ Engagement Fees
The Keystone Method follows one framework. The difference between Personal and Owner is the complexity of decisions we’re helping you navigate.
Keystone Owner
Typically $12,000-$15,000
For business owners and complex households where the Keystone framework extends across entities, operating decisions, and advanced tax considerations.
Includes everything in Keystone Personal, with additional depth where business, tax, and entity decisions materially affect outcomes.
After completing the Keystone Method™, clients who are a fit can continue into an ongoing advisory relationship.
Ongoing Advisory Relationship
This relationship provides coordinated guidance across planning, investments, and tax considerations as life evolves.
The focus is on maintaining clarity and alignment over time, rather than responding to individual questions or events in isolation.
Minimum advisory fee
$5,000 annually
Fees are typically covered through investment management. For clients without assets to manage at that level, an equivalent advisory fee may be paid directly.
Clients who complete the Keystone Method may also be eligible for tax preparation services through Talley Tax, offered separately on an annual membership basis.
Ready to see where you'd fit?
Schedule a short Explore Call to learn which engagement best matches your goals.
Transparency Note: We operate on a flat-fee, tier-based structure. Compensation for investment management may also include commissions for insurance or investment products. All costs are disclosed before any decisions are made.
Updated July 2025 • Written by David Talley, CFP®, EA
