Keystone Advisory Group

The Monroe Team, Inc., operating as Keystone Advisory Group, is a registered investment adviser based in Hollister, CA, established in 2010 and registered since 2013. The firm, solely owned by Kelly Monroe, offers a range of investment advisory services to individuals and various clients. As a fiduciary, the firm is committed to acting in the best interest of clients. Services include Wrap Comprehensive Portfolio Management and Financial Planning & Consulting. The firm charges hourly or flat fees for financial planning services, with hourly fees not exceeding $250 and flat fees ranging from $495 to $4,000. The firm manages $61,096,932 on a discretionary basis as of December 31, 2024. Investment strategies include long-term purchases, with methods of analysis such as charting, cyclical analysis, fundamental analysis, and technical analysis. The firm does not charge performance-based fees and serves individuals, high net worth individuals, trusts, estates, and charitable organizations. Clients have the option to grant investment discretion to the firm. The firm does not accept proxy authority to vote client securities. Kelly Monroe, the Chief Compliance Officer, has a background in accounting, business administration, and financial services. The firm does not charge performance-based fees and has no disciplinary events. For more details, clients can contact Kelly Monroe at 650-262-0130.