Key Group Management, Inc. logo

Key Group Management, Inc.

Updated today

Client assets under management

$299,800,000

Clients

335

25% high-net worth

Advisors

7

of 7 employees

Firm type

Team

4-10 advisors or $500M+ in AUM

Clients per advisor

48

Typical

Average account size

$894,925

About

Key Group Management serves individual and high-net-worth clients through comprehensive portfolio management, standalone financial planning and retirement plan consulting. The firm also offers tax preparation, accounting and tax planning services through its affiliated firm, Key Group Tax Services, and generally requires a $250,000 minimum for its discretionary-style comprehensive management offering.

The firm emphasizes a consultative, client-directed relationship: it reports $0 in discretionary assets and $303,800,000 in non‑discretionary assets as of year-end 2025, and does not accept discretionary authority to trade client accounts. Investment recommendations are grounded in fundamental analysis and may include ETFs, mutual funds, individual securities, bonds and derivatives (options, margin and short sales) with clients retaining final trading decisions.

Compared with many peers, Key Group’s notable features are its predominance of non‑discretionary assets and its formal affiliation with an accounting practice staffed by CPAs and Enrolled Agents, which allows coordinated tax and investment work under separate engagement agreements. Representatives are also registered to sell commissionable securities and hold insurance licenses, a combination of roles the firm discloses and manages through its policies and client disclosures.

Client services

Financial planning Portfolio management

Expertise

Options & derivatives strategies Active portfolio management Retirement plans for business owners (SEP, solo 401k) General estate planning guidance

Fee options

Fixed

Flat fees for financial planning and consulting range from $1,500 to $10,000

Percentage

$0 - $5,000,000: 1.00% $5,000,001 - $10,000,000: 0.75% $10,000,000+: 0.50%

Commissions

Representatives can accept commissions for sale of securities and other products via affiliated broker-dealer

Project-based

Hourly financial planning and consulting fees up to $300 per hour

Other

Account minimum: $250,000 Minimum fee: Minimum fee of $1,500 for written financial plans Fee-only: Financial planning and consulting charged on hourly or flat fee basis; hourly fees up to $300; flat fees range from $1,500 to $10,000

Main office location

Key Group Management, Inc.

17100 E Shea Blvd, Suite 400 A

Fountain Hills AZ 85268, United States

Number of offices

3

Most active in

Arizona · California · Delaware · Florida · New Jersey · New York · Pennsylvania · Texas

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

user avatar

Colin H

Series 63, Series 65

Ramsey, NJ

Key Group Management, Inc.

Colin Heafy is a financial advisor with Key Group Management, Inc. in Ramsey, NJ, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. His prior roles include positions at Cetera Wealth Services, Concourse Financial Group Securities, Royal Alliance, and National Planning Corporation. Outside his advisory work, he is a partner in software development for client onboarding and maintains a real estate license for personal use. Key Group Management serves individuals and high-net-worth clients with portfolio management, financial planning, and retirement plan consulting. The firm provides non-discretionary investment advice and integrates tax and accounting resources through its affiliation with Key Group Tax Services.

Options & derivatives strategies Active portfolio management Retirement plans for business owners (SEP, solo 401k) General estate planning guidance
user avatar

R C

Series 63, Series 65

Fountain Hills, AZ

Key Group Management, Inc.

R Cioffari is a financial advisor with Key Group Management, Inc. in Fountain Hills, AZ, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. His prior roles include positions at Cetera Wealth Services, Concourse Financial Group Securities, Royal Alliance Associates, and National Planning Corporation. He has been associated with Key Group Management since 2009. Key Group Management serves individuals and high-net-worth clients with portfolio management, financial planning, and retirement plan consulting. The firm emphasizes non-discretionary client relationships and integrates tax and accounting resources through its affiliation with Key Group Tax Services.

Options & derivatives strategies Active portfolio management Retirement plans for business owners (SEP, solo 401k) General estate planning guidance
user avatar

Timothy C

Series 63, Series 66

Ramsey, NJ

Key Group Management, Inc.

Timothy Conboy is a financial advisor with Key Group Management, Inc. in Ramsey, NJ, holding Series 63 and Series 66 licenses and bringing 36 years of industry experience. His prior roles include positions at Cetera Wealth Services, Concourse Financial Group Securities, Royal Alliance Associates, and National Planning Corporation. In addition to advisory services, he is a licensed insurance producer offering variable annuity products. Key Group Management serves individuals and high-net-worth clients with portfolio management, financial planning, and retirement plan consulting. The firm emphasizes non-discretionary management and integrates tax and accounting services through its affiliation with Key Group Tax Services.

Options & derivatives strategies Active portfolio management Retirement plans for business owners (SEP, solo 401k) General estate planning guidance
user avatar

Patrick M

CFP®, ChFC®, Series 63, Series 65

Fountain Hills, AZ

Key Group Management, Inc.

Patrick Murray is a CFP® and ChFC® with 36 years of industry experience. He is affiliated with Key Group Management, Inc., where he has worked since 2008, and has held prior roles at Cetera Wealth Services, Concourse Financial Group Securities, Royal Alliance, and National Planning Corporation. In addition to his advisory work, Murray manages Key Group Tax Services, which provides income tax preparation and filing for individuals and businesses, and is involved in consulting and marketing a software tool called Red Capture. Key Group Management serves individuals and high-net-worth clients with portfolio management, financial planning, and retirement plan consulting, primarily on a non-discretionary basis. The firm integrates tax and accounting services through its affiliation with Key Group Tax Services, offering a combined approach that includes equities, bonds, mutual funds, ETFs, options, and other securities.

Options & derivatives strategies Active portfolio management Retirement plans for business owners (SEP, solo 401k) General estate planning guidance
user avatar

Michael M

Series 63, Series 65

Ramsey, NJ

Key Group Management, Inc.

Michael Mcmane is a financial advisor at Key Group Management, Inc. with 38 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Cetera Wealth Services, Concourse Financial Group Securities, Royal Alliance Associates, and National Planning Corporation. Outside of his advisory role, he serves on the boards of the Livingston Chamber of Commerce and the West Essex YMCA and acts as executor of his mother’s estate. Key Group Management serves individuals and high-net-worth clients with portfolio management, financial planning, and retirement plan consulting, emphasizing non-discretionary client relationships. The firm integrates tax and accounting services through its affiliation with Key Group Tax Services, providing a combined approach to wealth management.

Options & derivatives strategies Active portfolio management Retirement plans for business owners (SEP, solo 401k) General estate planning guidance
user avatar

Brendan H

Series 63, Series 65

Fountain Hills, AZ

Key Group Management, Inc.

Brendan Heafy is an advisor at Key Group Management, Inc. with Series 63 and Series 65 licenses and one year of industry experience. Prior to joining Key Group Management, he held roles at Corellium, Myers Holum, and Windrate, among others. Key Group Management serves individuals and high-net-worth clients with comprehensive portfolio management, financial planning, and retirement plan consulting. The firm offers individualized investment advice and constructs portfolios using a variety of securities, operating primarily on a non-discretionary basis and integrating tax and accounting resources through its affiliation with Key Group Tax Services.

Options & derivatives strategies Active portfolio management Retirement plans for business owners (SEP, solo 401k) General estate planning guidance
user avatar

Kyle H

Series 63, Series 65

Fountain Hills, AZ

Key Group Management, Inc.

Kyle Heafy is an advisor at Key Group Management, Inc. He holds Series 63 and Series 65 designations and has been with the firm since 2026. Prior to joining Key Group Management, he worked in various roles at companies including Applitools and Myers-Holum. Key Group Management serves individuals and high-net-worth clients with comprehensive portfolio management, financial planning, and retirement plan consulting. The firm integrates tax and accounting resources through its affiliation with Key Group Tax Services, providing a combined approach that distinguishes it from many peers.

Options & derivatives strategies Active portfolio management Retirement plans for business owners (SEP, solo 401k) General estate planning guidance
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