Fee-only adviser · Fairfield, NJ
Key Client Fiduciary Advisors, LLC
Key Client Fiduciary Advisors, LLC is a fee-only investment adviser registered with the U.S. Securities and Exchange Commission, with its main office in Fairfield, New Jersey. On its latest Form ADV, filed March 11, 2026, it reports $896M in regulatory assets under management, 2,195 individual clients and 10 employees who give investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | SEC-registered |
|---|---|
| Firm CRD number | 298240 · SEC file 801-114010 |
| Office | 363 Route 46 West Suite 300 Fairfield, NJ 07004 |
| Phone | (973) 244-4142 |
| Website | www.keyclientfa.com |
| Regulatory assets under management | $896M |
| Individual clients | 1,997 non-high-net-worth, 198 high-net-worth |
| Financial planning clients | 51-100 |
| How it charges | Percentage of assets, Fixed fee |
| Services | Financial planning, Portfolio management, Pension consulting |
| Employees | 10 |
| Disciplinary disclosures | Yes, see SEC record |
| Latest Form ADV filing | March 11, 2026 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- It offers hourly or fixed-fee arrangements, so you may be able to pay for a plan without handing over your investments.
- It also charges a percentage of assets managed for ongoing investment management.
- Most of its individual clients are not high-net-worth, so it is likely to work with people who are still building assets.
- It provides financial planning services, not only portfolio management.
- It reports disciplinary history on Form ADV. Read the disclosure details on its SEC record before you engage it.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
Other fee-only advisers in Fairfield
- Strategic Family Wealth Counselors, L.L.C. $1.7B
- 3I Wealth Management LLC $28M
- Sandro Wealth Management LLC $228M
See all 4 fee-only advisers in Fairfield →
Nearby
- Montville 1 firm
- Towaco 2 firms
- Roseland 2 firms
- Totowa 2 firms
- Verona 2 firms
- Little Falls 1 firm
- Parsippany 5 firms
- Wayne 2 firms
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