Advisor at Key Client Fiduciary Advisors, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Key Client Fiduciary Advisors, LLC
Location
Fairfield, NJ 07004
Credentials
Series 63, Series 65
Industry experience
38 years
Joel Orris is a financial advisor at Key Client Fiduciary Advisors, LLC with 38 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Wachovia Securities Financial Network, Realta Investment Advisors, and Realta Equities. Key Client Fiduciary Advisors serves individuals, high-net-worth clients, retirement plans, trusts, estates, corporations, and other business entities by providing financial planning, consulting, discretionary investment management, and retirement plan consulting. The firm develops client-specific investment policies and constructs portfolios based on fundamental analysis, with ongoing monitoring and periodic reviews.
Based on Key Client Fiduciary Advisors, LLC
Based on Key Client Fiduciary Advisors, LLC
$0+: up to 2.00% annually $0+: up to 1.00% annually (retirement plan consulting)
Certain supervised persons offer securities brokerage and insurance products on a commission basis, separate from the firm
Fee-only: Fixed fees up to $5,000 for financial planning and consulting; fixed fees up to $25,000 for retirement plan consulting
363 Route 46 West, Suite 300
Fairfield, NJ 07004
New Jersey · Texas
Key Client Fiduciary Advisors, LLC
2018 - Present (8 years)
Realta Investment Advisors, Inc.
2018 - 2024 (6 years)
Realta Equities, Inc.
2018 - 2024 (6 years)
Wachovia Securities Financial Network, Llc
2009 - 2018 (9 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 63, Series 65
Madison, NJ
Hanley Capital Management, LLC
Series 65
Oakland, NJ
Stargazer Financial Planning
Series 63
Upper Saddle River, NJ
Wavelet Advisors
CFP®
Jersey City, NJ
McPherson Financial Advisors, Inc.
Series 63, Series 65
Cedar Grove, NJ
Itani Wealth Management
Series 63, Series 65
Springfield, NJ
Purple Dog Investments LLC
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")