David Niggel
Key Wealth Partners · Lititz, Pennsylvania
David Niggel is a fee-only financial advisor at Key Wealth Partners in Lititz, Pennsylvania, who holds the CFP and ChFC credentials. Key Wealth Partners reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Key Wealth Partners |
|---|---|
| Based in | Lititz, Pennsylvania |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $3.7M across 8 accounts |
| Credentials | CFP · ChFC |
| SEC registration | Investment adviser representative in PA · CRD 2165861 |
| Exams passed | Series 63 (1991) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Profile |
How David's firm compares
- Key Wealth Partners's average account is about $466,000, from its Form ADV (assets managed divided by 8 accounts).
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Questions about David
Is David Niggel a fee-only financial advisor?
Yes. David Niggel is listed in the XY Planning Network directory (XYPN members are fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by David's firm.
How does David charge for financial advice?
David's firm, Key Wealth Partners, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is David Niggel based?
David Niggel is based in Lititz, Pennsylvania.
What credentials does David Niggel hold?
David Niggel holds the CFP and ChFC credentials.
Is David Niggel registered with the SEC?
Yes. David Niggel is registered as an investment adviser representative in PA (CRD 2165861), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does Key Wealth Partners manage?
Key Wealth Partners reports $3.7M across 8 accounts in assets under management.
How do I contact David Niggel?
Contact details aren't on file yet. Search for Key Wealth Partners.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- XY Planning Network directory listing : XYPN members are fee-only
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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