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Chad Michael Fletcher

KEYSTONE WEALTH PARTNERS, LLC·CHANDLER, Arizona
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2701 W QUEEN CREEK RD, CHANDLER, AZ 85248CRD# 4031971Firm CRD# 171811
01

About

Chad Michael Fletcher is a registered financial advisor based in CHANDLER, Arizona, affiliated with KEYSTONE WEALTH PARTNERS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
KEYSTONE WEALTH PARTNERS, LLC
KEYSTONE WEALTH PARTNERS LLC
AUM
$644M
Regulatory assets under management
Employees
32
Total firm employees
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 4031971
Firm CRD# 171811
No disclosures on file
View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Chad Michael Fletcher offer?
Chad Michael Fletcher specializes in Financial Planning, Investment Management. Contact their office in CHANDLER, Arizona for a consultation.
What are Chad Michael Fletcher's credentials?
Chad Michael Fletcher is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Chad Michael Fletcher located?
Chad Michael Fletcher is based in CHANDLER, Arizona, working with KEYSTONE WEALTH PARTNERS, LLC. Their office serves clients in the CHANDLER metropolitan area and surrounding communities.
How does Chad Michael Fletcher charge for services?
Chad Michael Fletcher's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is KEYSTONE WEALTH PARTNERS, LLC?
KEYSTONE WEALTH PARTNERS, LLC has approximately 32 employees and manages $644M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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