Key Financial Advisors is a fee-only firm offering financial planning and investment advice to individuals, small businesses, retirement plans, trusts, estates, and charities. Key Financial Advisors helps clients meet their life goals through financial management. The firm does not sell financial products or receive commissions.
Assets Under ManagementN/A
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Minimum Annual Fee:$1,200
Key Financial Advisors offers two main programs:
- Financial and Investment Planning Program: The annual fee is 0.5% of your total assets, with a minimum annual fee of $2,400. This program includes a comprehensive financial plan and ongoing advice.
- Investment Advisory Program: The annual fee is 0.5% of your total investment assets, with a minimum annual fee of $1,200. This program focuses on investment advice.
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