Key Financial Concepts, Inc. fees and pricing
Financial planner in Vernon, Connecticut. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated January 12, 2026, Key Financial Concepts, Inc. charges $250-$275 an hour for financial planning.
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed January 12, 2026. Fees can change, so confirm with the firm before you hire them.
- Hourly rate
- $250-$275/hr
“Advice - $250 per hour in our office or $275 per hour outside our office.”
Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)
How Key Financial Concepts, Inc. bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees are usually paid up front and are due upon completion of the seminar.”
- “The Financial Planner shall refund to the client any fees paid to 11 the Financial Planner in excess of the charges based upon the time devoted to the Client's plan and material charges.”
- “If you terminate your account, the account fee will be credited back to you on a pro-rata basis for the unused portion of the quarter.”
How Key Financial Concepts, Inc.’s fees compare
- Its hourly rate of $250-$275 is below the Connecticut median of $300. 42% of the 103 other Connecticut planners that publish an hourly rate charge less.
About Key Financial Concepts, Inc.
“Key Financial Concepts assists clients in achieving their financial goals by providing personalized financial planning services and investment solutions.”
- Principal: Peter Jesanis
- Firm size: 2 employees.
- Credentials named in the brochure: CFP®.
- Registered as an adviser: 1998 (28 years).
Firm details from Form ADV
- How the firm is paid
- Hourly fees, percentage of assets under management
- Charges a % of assets
- Yes
- Highest asset based fee in brochure
- 1% a year
- Clients
- 26
- Employees
- 2
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $10,959,058
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported
- SEC CRD number
- 125985
- Phone
- (860) 871-6114
Other planners in Connecticut that publish fees
- 5TH Street Advisors, LLCSouthport$400/hr, $3,000-$5,000
- Abundant Wealth Management LLCStamford$250-$350/hr, $750-$5,000
- Achieve Retirement & Wealth Management, LLCRidgefield$350/hr, $10,000
- Alpine Hill Advisors LLCWestport$50,000-$500,000/yr
- Asset Management AssociatesSouth Windsor$250/hr
- Asset Management Group, Inc.Stamford$925/hr, $2,500-$10,000/yr
Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.