KeyVantage Wealth Advisors fees
Financial planner in Bethlehem, Pennsylvania. Registered with the SEC.
According to its Form ADV Part 2A brochure dated March 23, 2026, KeyVantage Wealth Advisors (Bethlehem, PA) charges up to $500 an hour and a flat or project fee of up to $15,000 for financial planning.
- Website: keyvantagewealth.com (opens in new tab)
- Call (484) 935-3003
- 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 March 23, 2026. Fees can change.
- Hourly rate
- Up to $500/hr
Can go up to $500; the Pennsylvania median is $250.
“In the alternative clients that are receiving financial planning may be charged an hourly rate up to $500.”
- Flat or project fee
- Up to $15,000
Can go up to $15,000; the Pennsylvania median is $4,000.
“Clients that are receiving financial planning services are charged a flat fee up to $15,000.”
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
- 5 employees
- Registered since
- 2024 (2 years)
How KeyVantage Wealth Advisors bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Fees for the first month of service are based off the value of the initial deposit and prorated for the amount of days managed during the month.”
- “Upon termination, any fees paid in advance will be prorated to the date of termination and any excess will be refunded to client by check as soon as practicable.”
- “Actual fees charges, including the billing method, are clearly outlined in the financial planning agreement and clients receive invoices reflecting the amount of the fee due and payable.”
Firm details from Form ADV
- How the firm is paid
- Hourly fees, flat or fixed fees, and a percentage of assets under management
- Clients
- 143
- Works with
- Individuals and high net worth individuals
- Services reported to regulators
- Financial planning and portfolio management for individuals and small businesses
- Assets managed
- $339 million
- Registered with
- U.S. Securities and Exchange Commission
- Disciplinary disclosures
- None reported on Form ADV as of March 23, 2026
- CRD number
- 331996 (opens in new tab)
- Phone
- (484) 935-3003
Registered or notice filed in 7 states: Florida, New Jersey, New York, Pennsylvania, South Carolina, Texas, Utah
Other planners in Bethlehem that publish fees
- Rowan Financial LLCBethlehemHourly $280/hr, Flat $1,500
- Social Justice Capital LLCBethlehemHourly $250/hr, Flat $100-$10,000
- Weyhill Investment Counsel, LLCBethlehemHourly $250/hr, Flat $200-$5,000
More planners in Pennsylvania that publish fees
- Bill Messner Contrarian Investment Advisory, LLCNew CastleFlat $500-$5,000
- Goal Quest Advisors, LLCBerwynHourly $200/hr
- TaxioYardleyHourly $395/hr, Flat $7,500
- Clovelly WealthWayneFlat $3,000-$20,000
- Malvern Capital ManagementMalvernHourly $500/hr, Flat $2,500
- Traverse Private WealthRadnorHourly $250/hr
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.