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Advisor

Alexander Orlando

Key Client Fiduciary Advisors · Fairfield, New Jersey

Alexander Orlando is a fee-only financial advisor at Key Client Fiduciary Advisors in Fairfield, New Jersey, who holds the CFP credential. Alexander focuses on estate & legacy planning. Key Client Fiduciary Advisors reports charging a percentage of assets and fixed fees on its Form ADV.

Percentage of assetsFixed fees Fee-only CFP

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Specialties

Facts

FirmKey Client Fiduciary Advisors
Based in Fairfield, New Jersey
Fee model (firm's Form ADV)Percentage of assets · Fixed fees
Assets under management$896.3M across 2,195 accounts
CredentialsCFP
SEC registration Investment adviser representative in NJ, TX · CRD 6083042
Exams passedSeries 66 (2013)
Firm size10 employees
Disclosures None reported
Websitewww.keyclientfa.com

How Alexander's firm compares

  • Key Client Fiduciary Advisors's average account is about $408,000, from its Form ADV (assets managed divided by 2,195 accounts).

What fee-only advisors charge in New Jersey

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Questions about Alexander

Is Alexander Orlando a fee-only financial advisor?

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

How does Alexander charge for financial advice?

Alexander's firm, Key Client Fiduciary Advisors, reports charging a percentage of assets and fixed fees on its SEC Form ADV.

Where is Alexander Orlando based?

Alexander Orlando is based in Fairfield, New Jersey.

What does Alexander specialize in?

Alexander's specialties include estate & legacy planning.

What credentials does Alexander Orlando hold?

Alexander Orlando holds the CFP credential.

Is Alexander Orlando registered with the SEC?

Yes. Alexander Orlando is registered as an investment adviser representative in NJ and TX (CRD 6083042), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.

How much does Key Client Fiduciary Advisors manage?

Key Client Fiduciary Advisors reports $896.3M across 2,195 accounts in assets under management.

How do I contact Alexander Orlando?

Through Alexander's website, www.keyclientfa.com.

What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms

Other fee-only advisors in Fairfield

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