Spencer Peet
Spencer Peet is a CFP-designated registered investment advisor at Key Financial, INC., based in West Chester, PA, with 5 years of industry experience. Spencer is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Charitable Giving, Divorce Planning, Education Planning, Estate Planning, and 5 more. Their firm serves 1,418 clients with $2.8B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $500K | 1.20% |
| $500K - $1.0M | 1.00% |
| $1.0M - $1.5M | 0.90% |
| $1.5M - $2.0M | 0.85% |
| $2.0M - $2.5M | 0.75% |
| $2.5M - $5.0M | 0.65% |
| $5M+ | 0.50% |
Rates shown are for discretionary accounts. Non-discretionary accounts range from 0.75% to 1.75%. Fees are negotiable.
Fee Estimator
Location
1045A Andrew Drive, West Chester, PA, 19380
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Spencer is an independent insurance agent since 2020, but does not actively sell insurance products. He maintains the license to stay informed about the insurance industry and understand client products.
Employment History
Current Registrations
Key Financial, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Osaic Wealth, INC.
Trinity Wealth Securities, L.L.C.Broker
Florida Financial Advisors, INC.
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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