Keith Saunders
Winthrop Partners - EPA · Orchard, New York
Keith Saunders is a fee-only financial advisor at Winthrop Partners - EPA in Orchard, New York. Winthrop Partners - EPA reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Facts
| Firm | Winthrop Partners - EPA |
|---|---|
| Based in | Orchard, New York |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $82.2M across 174 accounts |
| SEC registration | Investment adviser representative in PA · CRD 7699129 |
| Exams passed | Series 65 (2025) |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | www.winthroppartners.com |
| Profile |
How Keith's firm compares
- Winthrop Partners - EPA's average account is about $472,000, from its Form ADV (assets managed divided by 174 accounts).
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Questions about Keith
Is Keith Saunders a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Keith holds no broker registration, and Winthrop Partners - EPA reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Keith charge for financial advice?
Keith's firm, Winthrop Partners - EPA, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Keith Saunders based?
Keith Saunders is based in Orchard, New York.
Is Keith Saunders registered with the SEC?
Yes. Keith Saunders is registered as an investment adviser representative in PA (CRD 7699129), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Winthrop Partners - EPA manage?
Winthrop Partners - EPA reports $82.2M across 174 accounts in assets under management.
How do I contact Keith Saunders?
Through Keith's website, www.winthroppartners.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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