Key Client Fiduciary Advisors, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 11, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$25,000

“Fixed fees vary but will not exceed $25,000, depending upon the amount of Plan assets, composition of a client’s portfolio, type of services rendered, and other factors.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Key Client Fiduciary Advisors, LLC bills

Payment and refund terms, quoted from the fee section of the brochure.

• “These fees are negotiable, but range up to $5,000 depending upon the scope and complexity of the services and the professional rendering the financial planning and/or the consulting services.”
• “The outstanding balance is due upon delivery of the financial plan or completion of the agreed upon services.”
• “If assets are deposited into or withdrawn from an account after the inception of a billing period, the fee payable with respect to such assets is not adjusted to reflect the interim change in portfolio value.”

How Key Client Fiduciary Advisors, LLC’s fees compare

• Its flat or project fee of $25,000 is above the New Jersey median of $5,000. 91% of the 168 other New Jersey planners that publish a flat or project fee charge less.
• 3 of the 4 other planners in Fairfield that publish a flat or project fee charge less.

About Key Client Fiduciary Advisors, LLC

• Firm size: 10 employees.
• Registered as an adviser: 2018 (8 years).

Planning areas mentioned in the brochure

• Estate planning
• Cash flow and budgeting

Firm details from Form ADV

How the firm is paid

Fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

2% a year

Clients

2,195

Employees

10

Works with

Individuals, high net worth individuals, and pension and profit sharing plans

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and pension consulting

Assets managed

$896,330,281

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

Yes. Read them on the SEC site (opens in new tab)

SEC CRD number

298240

Website

keyclientfa.com (opens in new tab)

Phone

(973) 244-4142

Can advise clients in 22 states: Arizona, California, Colorado, Connecticut, Delaware, Florida, Georgia, Illinois, Louisiana, Massachusetts, Maryland, Michigan, North Carolina, New Hampshire, New Jersey, New York, Ohio, Pennsylvania, South Carolina, Tennessee, Texas, Virginia

Other planners in Fairfield that publish fees

• 3I Wealth Management LLCFairfield$1,500, $2,500/yr
• Caldwell Fairfield AdvisorsFairfield$550/hr
• Cornerstone Planning GroupFairfield$100⁠-⁠$1,000/hr, $500⁠-⁠$100,000
• Granite Rose Wealth Alliance LLCFairfield$300/hr, $1,000⁠-⁠$10,000
• Strategic Family Wealth Counselors, L.L.C.Fairfield$2,500

Compare all 9 planners in Fairfield