# Jonathan Ritter

> Jonathan Ritter is a fee-only financial advisor at Keyvantage Wealth Advisors in Bethlehem, Pennsylvania, who holds the CFP credential. Keyvantage Wealth Advisors reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.

Page: https://find.wellspent.co/advisors/jonathan-ritter/
Built from SEC adviser records; last checked October 30, 2026.

## Facts

- **Firm:** Keyvantage Wealth Advisors
- **Based in:** Bethlehem, Pennsylvania
- **Fee model (firm's Form ADV):** Percentage of assets; Hourly; Fixed fees
- **Assets under management (firm):** $339.4M across 143 accounts
- **Credentials:** CFP
- **CRD:** 7058863 (https://adviserinfo.sec.gov/individual/summary/7058863)
- **SEC registration:** Investment adviser representative in PA
- **Exams passed:** Series 66 (2019)
- **Firm size:** 5 employees
- **Disclosures:** None reported
- **Website:** http://keyvantagewealth.com

## Frequently asked questions

### Is Jonathan Ritter a fee-only financial advisor?

Yes, according to SEC records as of October 29, 2026: Jonathan holds no broker registration, and Keyvantage Wealth Advisors reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.

### How does Jonathan charge for financial advice?

Jonathan's firm, Keyvantage Wealth Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.

### Where is Jonathan Ritter based?

Jonathan Ritter is based in Bethlehem, Pennsylvania.

### What credentials does Jonathan Ritter hold?

Jonathan Ritter holds the CFP credential.

### Is Jonathan Ritter registered with the SEC?

Yes. Jonathan Ritter is registered as an investment adviser representative in PA (CRD 7058863), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

### How much does Keyvantage Wealth Advisors manage?

Keyvantage Wealth Advisors reports $339.4M across 143 accounts in assets under management.

### How do I contact Jonathan Ritter?

Through Jonathan's website, keyvantagewealth.com.

## Sources

- SEC adviser records (https://adviserinfo.sec.gov/individual/summary/7058863): the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 29, 2026

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Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.