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
Industry experience
41 years
Richard Flora is a financial advisor with Key Client Fiduciary Advisors, LLC, holding a Series 63 designation and 40 years of industry experience. He previously worked at Wells Fargo Advisors Financial Network LLC and Realta Equities, Inc. Flora is also a co-owner of Key Client Financial Advisors LLC, where he subleases office space. Key Client Fiduciary Advisors serves individuals, including high-net-worth clients, as well as retirement plans, trusts, estates, corporations, and other business entities. The firm offers financial planning, consulting, discretionary investment management, and retirement plan consulting, using fundamental analysis to construct client-specific portfolios with ongoing monitoring and quarterly 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 Equities, Inc.
2018 - 2024 (6 years)
Wells Fargo Advisors 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
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Purple Dog Investments LLC
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