Joel Orris
Key Client Fiduciary Advisors · Fairfield, New Jersey
Joel Orris is a fee-only financial advisor at Key Client Fiduciary Advisors in Fairfield, New Jersey. Joel focuses on estate & legacy planning. Key Client Fiduciary Advisors reports charging a percentage of assets and fixed fees on its Form ADV.
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Specialties
Facts
| Firm | Key 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 |
| SEC registration | Investment adviser representative in NJ, TX · CRD 1745120 |
| Exams passed | Series 63 (1987) · Series 65 (1996) |
| Firm size | 10 employees |
| Disclosures | None reported |
| Website | www.keyclientfa.com |
How Joel'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).
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Questions about Joel
Is Joel Orris a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Joel 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 Joel charge for financial advice?
Joel's firm, Key Client Fiduciary Advisors, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Joel Orris based?
Joel Orris is based in Fairfield, New Jersey.
What does Joel specialize in?
Joel's specialties include estate & legacy planning.
Is Joel Orris registered with the SEC?
Yes. Joel Orris is registered as an investment adviser representative in NJ and TX (CRD 1745120), 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 Joel Orris?
Through Joel's website, www.keyclientfa.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Fairfield
Other advisors in New Jersey who focus on estate & legacy planning
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
- Key Client Fiduciary Advisors website : specialties, clients served, and fees, checked October 30, 2026
- 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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