KEY FINANCIAL, INC.
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About the firm
Key Financial has been providing Wealth Management advice for over 30 years. The firm is dedicated to revolutionizing financial advice, combining expertise with genuine care, and applies financial strategies customized to each client and the people they care about most.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Key Financial offers financial planning and portfolio management, cash flow planning, income tax planning, asset allocation and diversification, retirement income planning, asset protection, wills and estate planning, and insurance planning.
Who they serve
Individuals who want to grow their assets, retire in comfort, and create generational wealth, including high-net-worth clients in Eastern PA.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 722 | $267M |
| High Net Worth Individuals | 687 | $2.5B |
21 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
8 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| $100,000 – $250,000 | 1.75% |
| $250,001 – $500,000 | 1.45% |
| $500,001 – $1,000,000 | 1.25% |
| $1,000,001 – $1,500,000 | 1.15% |
| $1,500,001 – $2,000,000 | 1.10% |
| $2,000,001 – $2,500,000 | 1.00% |
| $2,500,001 – $5,000,000 | 0.90% |
| $5,000,001 and Above | 0.75% |
Data as of March 23, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. KEY FINANCIAL, INC. has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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