Keybridge Capital fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed January 5, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$300/hr

“An hourly fee of $300 per hour is charged by Keybridge Capital for financial planning services under this arrangement.”

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

How Keybridge Capital bills

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

• “Fees are prorated (based on the number of days service is provided during the initial billing period) for your account opened at any time other than the beginning of the billing period.”
• “If asset management services are commenced in the middle of the billing period, then the prorated fee for that billing period will be billed in arrears at the end of that billing period.”
• “When fees are billed in arrears, Keybridge Capital will prorate the final fee payment based on the number of days services are provided during the final period.”

How Keybridge Capital’s fees compare

• Its hourly rate of $300 is above the Illinois median of $273. 52% of the 215 other Illinois planners that publish an hourly rate charge less.

About Keybridge Capital

• Solo practice: one person runs the firm, so you work directly with the planner.
• Registered as an adviser: 2017 (9 years).

Planning areas mentioned in the brochure

• Retirement planning
• Tax 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

Clients

4

Employees

1

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, educational seminars and workshops, and other services

Assets managed

$5,606,509

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

288643

Website

keybridgecapital.net (opens in new tab)

Phone

(217) 440-5636

Other planners in Quincy that publish fees

• O'connor Financial Group LLCQuincy$1,500, $100⁠-⁠$1,000/mo
• Purposepath Capital, LLCQuincy$2,500/yr
• 15 Wealth Advisors LLCMundelein$250⁠-⁠$10,000/yr
• 1ST Advantage Financial Advisers, LLCLombard$200/hr
• Alo Financial PlanningMount Prospect$3,000
• Altair Advisers, LLCChicago$200⁠-⁠$500/hr

Compare all 3 planners in Quincy