Joel Orris
Joel Orris is a registered investment advisor at Key Client Fiduciary Advisors, LLC, based in Fairfield, NJ, with 38 years of industry experience. Joel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 1,015 clients with $780M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
KCFA charges an annual fee based on the value of your portfolio. This fee can be up to 2.00% per year, depending on the size and complexity of your portfolio, the services you need, and other factors. The fee is calculated each quarter or month, based on the value of your investments on the last day of the previous period.
Location
363 Route 46 West, Suite 300, Fairfield, NJ, 07004
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Joel is a part-owner of TOGS LLC, a rental property, dedicating minimal time. He also works as an investment adviser representative for Key Client Fiduciary Advisors LLC, spending about a quarter of his time providing investment advisory services. Finally, Joel is involved in insurance sales through Coastal Insurance Consulting, LLC, dedicating a few hours per week.
Employment History
Current Registrations
Key Client Fiduciary Advisors, LLC
Previous Registrations
Realta Equities, INC.Broker
Realta Investment Advisors, INC
Wells Fargo Advisors Financial Network, LLC
Wells Fargo Advisors Financial Network, LLCBroker
Raymond James Financial Services Advisors, INC
Raymond James Financial Services
Raymond James Financial Services, INC.Broker
RBC Dain Rauscher INC.
RBC Dain Rauscher INC.Broker
Tucker Anthony IncorporatedBroker
Gibraltar Securities CO.Broker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.