Key Focus Wealth LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed February 24, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$350/hr

“One Time Financial Planning Services and One Time Financial Consulting Services are offered based on an hourly fee of $350 per hour.”

Flat or project fee

$5,000⁠-⁠$10,000

“Ongoing Financial Consulting Services are offered based on a flat fee between $5,000 and $10,000.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Key Focus Wealth LLC bills

Payment and refund terms, quoted from the fee section of the brochure.

• “Fees are billed quarterly in arrears based on the average monthly balance of the previous quarter.”
• “The annual fee is negotiable and will be charged as a percentage of the Included Assets.”
• “If the services to be provided start any time other than the first day of a quarter or month, the fee will be prorated based on the number of days remaining in the quarter or month.”

How Key Focus Wealth LLC’s fees compare

• Its hourly rate of $350 is above the California median of $300. 58% of the 932 other California planners that publish an hourly rate charge less.
• 4 of the 7 other planners in San Ramon that publish an hourly rate charge less.
• Its flat or project fee of $5,000-$10,000 is above the California median of $5,000. 71% of the 796 other California planners that publish a flat or project fee charge less.
• 2 of the 5 other planners in San Ramon that publish a flat or project fee charge less.

About Key Focus Wealth LLC

• Solo practice: one person runs the firm, so you work directly with the planner.
• Credentials named in the brochure: CFP®.
• Founded: 2020 (6 years).

Planning areas mentioned in the brochure

• Tax planning
• Estate planning
• Cash flow and budgeting

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

3% a year

Clients

36

Employees

1

Works with

Individuals, high net worth individuals, and charities

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and pension consulting

Assets managed

$36,400,000

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

311827

Website

keyfocuswelath.com (opens in new tab)

Phone

(925) 272-7617

Other planners in San Ramon that publish fees

• California Financial AdvisorsSan Ramon$150⁠-⁠$450/hr
• Carey Wealth ManagementSan Ramon$350/hr, $1,500⁠-⁠$10,000
• Certified Planners, Inc.San Ramon$300/hr
• Fairway Asset Management, Inc.San Ramon$275/hr, $2,500⁠-⁠$15,000
• Giving Tree Wealth AdvisorsSan Ramon$400/hr
• Insight Wealth Strategies, LLCSan Ramon$500/hr, $50,000

Compare all 16 planners in San Ramon