Simone Sanvito
Keyvantage Wealth Advisors · Bethlehem, Pennsylvania
Simone Sanvito is a fee-only financial advisor at Keyvantage Wealth Advisors in Bethlehem, Pennsylvania. 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 |
| SEC registration | Investment adviser representative in PA · CRD 7021310 |
| Exams passed | Series 63 (2019) · Series 65 (2018) |
| Firm size | 5 employees |
| Disclosures | None reported |
| Website | keyvantagewealth.com |
How Simone'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 Simone
Is Simone Sanvito a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Simone 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 Simone charge for financial advice?
Simone's firm, Keyvantage Wealth Advisors, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Simone Sanvito based?
Simone Sanvito is based in Bethlehem, Pennsylvania.
Is Simone Sanvito registered with the SEC?
Yes. Simone Sanvito is registered as an investment adviser representative in PA (CRD 7021310), 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 Simone Sanvito?
Through Simone'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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