Key Wealth Partners, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$3,726,639
This total excludes 1 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Total clients
5
40% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
5
Average account size
$745,328
About
Key Wealth Partners serves individuals (including high‑net‑worth clients and legacy trusts), corporations, and retirement plans, including pension and profit‑sharing plans. The firm offers investment management, financial planning, and retirement plan advisory services and may implement portfolios through third‑party managed‑account programs.
The firm emphasizes customized strategies developed through ongoing client contact and an investment policy statement, relying primarily on fundamental analysis and a generally long‑term investment orientation with periodic shorter‑term trading for rebalancing. Key Wealth typically oversees unaffiliated sub‑advisors and custodial relationships and operates with a substantial portion of accounts under non‑discretionary arrangements.
Noteworthy among peers, the firm provides pension consulting and manages institutional-style plan assets—services that are relatively uncommon for independent, single‑advisor practices. The brochure reports about $1.33 million in discretionary and $2.40 million in non‑discretionary assets across five clients, and the sole advisor also maintains an outside role as CFO of an unrelated, non‑financial company.
Client services
Financial planning
Portfolio management
Pension consulting
Selection of other advisers
Expertise
Wealth management
Retirement plans for business owners (SEP, solo 401k)
General retirement planning
Occupation focus
Founder/Business Owner
Retired
Fee options
Minimum fixed fee of $2,500 per comprehensive financial plan (negotiable)
$0 - $1,000,000: 1.00% $1,000,001 - $5,000,000: 0.75% $5,000,001 - $20,000,000: 0.50% $20,000,001+: 0.35%
$250 per hour for financial planning and consulting services (negotiable depending on complexity)
Account minimum: $250,000 (may be waived at the sole discretion of Key Wealth principals) Minimum fee: Minimum fixed fee for comprehensive financial planning services of $2,500 per plan (may be negotiated) Fee-only: Investment advisory fees and financial planning fees only; no commissions or other compensation received from third parties
Main office location
Key Wealth Partners, LLC
Lititz PA, United States
Number of offices
1
Most active in
Key Wealth Partners, LLC has reported serving >5 clients in these states in the last 12 months.
Pennsylvania
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
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