Key Group Management, Inc. fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed May 18, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$300/hr

“The maximum hourly fee to be charged will not exceed $300.”

Flat or project fee

$1,500⁠-⁠$10,000

“Flat fees range from $1,500 to $10,000.”

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

How Key Group Management, Inc. bills

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

• “Annualized fees are billed on a pro-rata basis quarterly in advance based on the value of the account(s) on the last day of the previous quarter.”
• “Fees are negotiable and will be deducted from client account(s).”
• “In rare cases, our firm will agree to directly invoice.”

How Key Group Management, Inc.’s fees compare

• Its hourly rate of $300 is above the Arizona median of $275. 52% of the 195 other Arizona planners that publish an hourly rate charge less.
• 2 of the 2 other planners in Fountain Hills that publish an hourly rate charge less.
• Its flat or project fee of $1,500-$10,000 spans the Arizona median of $3,100. 70% of the 164 other Arizona planners that publish a flat or project fee charge less.

About Key Group Management, Inc.

• Firm size: 5 employees.
• Registered as an adviser: 2019 (7 years).

Planning areas mentioned in the brochure

• Tax planning

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

1.25% a year

Clients

335

Employees

5

Works with

Individuals, high net worth individuals, pension and profit sharing plans, and charities

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Assets managed

$303,800,000

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

146054

Website

keygroupwealth.com (opens in new tab)

Phone

(480) 477-5252

Can advise clients in 8 states: Arizona, California, Delaware, Florida, New Jersey, New York, Pennsylvania, Texas

Other planners in Fountain Hills that publish fees

• Fountain Financial Group, Inc.Fountain Hills$150⁠-⁠$300/hr, $500⁠-⁠$2,000
• Young Capital Management IncFountain Hills$200/hr
• 21:5 Advisors, LLCPeoria$500/hr
• 212 Wealth ManagementScottsdale$250/hr
• 3Roots Wealth Partners LLCScottsdale$400/hr, $5,000⁠-⁠$20,000
• 49TH Parallel Wealth ManagementScottsdale$399/hr, $1,500

Compare all 6 planners in Fountain Hills