Robert Mehlin
Key Client Fiduciary Advisors · Fairfield, New Jersey
Robert Mehlin is a fee-only financial advisor at Key Client Fiduciary Advisors in Fairfield, New Jersey. Robert 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 736694 |
| Exams passed | Series 63 (1991) · Series 65 (2001) |
| Firm size | 10 employees |
| Disclosures | Reported; see the SEC record |
| Website | www.keyclientfa.com |
How Robert'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 Robert
Is Robert Mehlin a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Robert 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 Robert charge for financial advice?
Robert's firm, Key Client Fiduciary Advisors, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Robert Mehlin based?
Robert Mehlin is based in Fairfield, New Jersey.
What does Robert specialize in?
Robert's specialties include estate & legacy planning.
Is Robert Mehlin registered with the SEC?
Yes. Robert Mehlin is registered as an investment adviser representative in NJ and TX (CRD 736694), 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 Robert Mehlin?
Through Robert'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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