Key Focus Wealth LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$35,300,000
Clients
36
Advisors
1
of 1 employees
About
Key Focus Wealth provides discretionary asset management, financial planning, and retirement-plan advisory services to a mix of individuals, high‑net‑worth clients, trusts, estates, charitable organizations, and business entities. Offerings include ongoing portfolio management plus one‑time and ongoing financial planning and consulting engagements.
Investment strategies are tailored to each client’s goals, time horizon, and risk tolerance, and the firm uses both fundamental and technical analysis with a mix of long‑ and short‑term holdings, options strategies where appropriate, and periodic rebalancing. Accounts are reviewed on a regular schedule (monthly or more frequently as market conditions dictate) and the firm monitors portfolios for allocation drift and tax‑loss harvesting opportunities.
What distinguishes the firm from many peers is its work with charitable organizations and its pension consulting practice, including serving as a limited‑scope ERISA 3(21) fiduciary to assist plan sponsors with IPS development, QDIA selection, participant education, and investment monitoring. The practice manages a concentrated client base with multimillion‑dollar assets under management, and the firm’s lead advisor holds the CFP credential, reflecting an emphasis on integrated financial‑planning expertise alongside retirement‑plan services.
Client services
Occupation focus
Fee options
Ongoing financial consulting services flat fee between $5,000 and $10,000
$0 - $499,999: 1.20% annually $500,000 - $999,999: 1.00% annually $1,000,000 - $1,999,999: 0.85% annually $2,000,000 - $4,999,999: 0.75% annually $5,000,000+: Negotiable
$350 per hour for one-time financial planning and consulting services
Account minimum: $500,000 Fee-only: Asset management fees as tiered above; financial planning fees hourly or fixed fee; no commissions
Main office
2603 Camino Ramon, Suite 418
San Ramon CA 94583
Advisors at this office
1
Most active in
California
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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