Key Wealth Partners, LLC fees
Financial planner in Lititz, Pennsylvania. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated February 5, 2026, Key Wealth Partners, LLC (Lititz, PA) charges $250 an hour and a flat or project fee from $2,500 for financial planning.
- Website: keywealthpartners.com (opens in new tab)
- Call (717) 283-4186
- Brochure (PDF) (opens in new tab)
with up to 3 other firms
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed February 5, 2026. Fees can change.
- Hourly rate
- $250/hr
Matches the Pennsylvania median of $250; 34% of the 151 other planners in Pennsylvania that publish an hourly rate charge less. Neither of the 2 other planners in Lititz charges less, and 1 charges the same.
“Financial Planning and Consulting Services Key Wealth offers financial planning or consulting services on an hourly basis at $250 per hour, which may be negotiable depending on the nature and complexity of each Client’s circumstances.”
- Flat or project fee
- From $2,500
Starts at $2,500; the Pennsylvania median is $4,000.
“Key Wealth will charge a minimum fixed fee for comprehensive financial planning services of $2,500 per plan as contracted for with Client in advance.”
Read by software from the firm's brochure. Check the brochure (PDF) (opens in new tab) before you hire.
At a glance
- Also charges a % of assets
- Yes
- Minimum
- None stated in the brochure
- Team size
- Solo practice (one employee)
- Registered since
- 2010 (16 years)
How Key Wealth Partners, LLC bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees may be negotiable at the sole discretion of the Advisor.”
- “Most financial plans will take approximately 10 hours to complete; however, for those plans that may take longer than 10 hours based upon the complexity of the plan, the additional hours will be billed to the Client at the agreed-upon hourly rate.”
- “Fixed fees may be negotiated in advance based at the discretion of the Advisor.”
Firm details from Form ADV
- How the firm is paid
- Hourly fees, flat or fixed fees, and a percentage of assets under management
- Clients
- 5
- Works with
- Individuals, high net worth individuals, and pension and profit sharing plans
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, portfolio management for businesses and institutions, pension consulting, and selecting other advisers
- Assets managed
- $3.7 million
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported on Form ADV as of February 5, 2026
- CRD number
- 153231 (opens in new tab)
- Phone
- (717) 283-4186
Other planners in Lititz that publish fees
- Aries Financial Navigators, Inc.LititzHourly $250/hr
- CES Investment StrategiesLititzHourly $300/hr
More planners in Pennsylvania that publish fees
- Guardian Capital, LLCWexfordHourly $150/hr, Flat up to $3,000
- Buckler Wealth Management, LLCCoatesvilleHourly $250/hr
- American Advisors LLCLanghorneHourly $250/hr, Monthly $150/mo
- Northeast Advisers, Inc.PaoliHourly up to $200/hr
- Invariant Investment ManagementCamp HillFlat up to $5,000, Monthly $125-$250/mo
- GT Wealth LLCLebanonAnnual $3,600-$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.