Jonathan Ritter
Keyvantage Wealth Advisors · Bethlehem, Pennsylvania
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.
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Facts
| Firm | Keyvantage Wealth Advisors |
|---|---|
| Based in | Bethlehem, Pennsylvania |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $339.4M across 143 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in PA · CRD 7058863 |
| Exams passed | Series 66 (2019) |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | keyvantagewealth.com |
How Jonathan's firm compares
- Keyvantage Wealth Advisors's average account is about $2.4 million, from its Form ADV (assets managed divided by 143 accounts).
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Questions about Jonathan
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : 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 : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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