David Niggel, CFP®, ChFC Key Wealth Partners, LLC

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About David Niggel, CFP®, ChFC

David G Niggel is a CERTIFIED FINANCIAL PLANNER™ professional based in Lancaster, PA. He is the founder of Key Wealth Partners – a fee-only comprehensive financial planning firm dedicated to providing fully transparent, fiduciary duty, level of care to help families and professionals reach their long term objectives by examining their values and goals in order to make smart decisions for their future.

Key Wealth Partners focuses on each client individually and believes that the client is more than just assets and investments. They are a partner to an on-going relationship that will continue on for generations.

As a Registered Investment Advisor, Key Wealth Partners is required by law to act in the clients’ best interest at all times. Key Wealth believes in Transparency -Fees are discussed and presented up-front. Key Wealth is free from Conflicts of Interest – no commissions are accepted. These standards of care are called the “Fiduciary Duty.” These are a much higher standard of care than the normal “suitability standard” that most firms are subject to.

I have been a fiduciary to my clients since day one. Right now, this seems to be a new term to other advisors. I always felt that in order to do the right thing for my clients, I should accept personal responsibility in my actions. Be transparent in all actions and forthcoming in fee discussions. Disclose any conflicts of interest.

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Ideal Clients

  • Business Owners
  • Dual Income Family
  • Gen X
  • Young Professionals

Ways Advisor Charges

  • Flat Fee
  • Hourly
  • Assets Under Management

Fee Options

  • Hourly Fee: $250/hr
  • Flat Fee: $2,500
  • AUM: 1.00% up to $1,000,000

 

SEC Records

States Registered

  • Pennsylvania

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