Richard Flora
Key Client Fiduciary Advisors · Fairfield, New Jersey
Richard Flora is a fee-only financial advisor at Key Client Fiduciary Advisors in Fairfield, New Jersey. Richard focuses on estate & legacy planning. Key Client Fiduciary Advisors reports charging a percentage of assets and fixed fees on its Form ADV.
Request an introduction to Richard →
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 1121424 |
| Exams passed | Series 63 (1985) |
| Firm size | 10 employees |
| Disclosures | Reported; see the SEC record |
| Website | www.keyclientfa.com |
How Richard'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).
Request an introduction to Richard
Tell Richard a little about what you're looking for. Richard isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Richard
Is Richard Flora a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Richard 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 Richard charge for financial advice?
Richard's firm, Key Client Fiduciary Advisors, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Richard Flora based?
Richard Flora is based in Fairfield, New Jersey.
What does Richard specialize in?
Richard's specialties include estate & legacy planning.
Is Richard Flora registered with the SEC?
Yes. Richard Flora is registered as an investment adviser representative in NJ and TX (CRD 1121424), per SEC Investment Adviser Public Disclosure data as of October 29, 2026. The record lists disclosures; see the SEC record for details.
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 Richard Flora?
Through Richard'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.
See something wrong? Request a correction. Read our methodology.