Reese Little is a registered investment advisor at Key Client Fiduciary Advisors, LLC, based in Fairfield, NJ, with 3 years of industry experience. Reese operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 2,272 clients with $900M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Annual management fee varies up to 2.00% depending on portfolio size, composition, and services rendered. Fees are negotiable.
Fee Estimator
Location
363 Route 46 West, Suite 300, Fairfield, NJ, 07004
Get directionsHistory
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 →Employment History
Current Registrations
Key Client Fiduciary Advisors, LLC
Previous Registrations
J.P. Morgan Securities LLC
J.P. Morgan Securities LLCBroker
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.
Exams
More Advisors
- Richard FloraKey Client Fiduciary Advisors, LLC
- Robert MehlinKey Client Fiduciary Advisors, LLC
- Ronald Carr, CFP, ChFCMML Investors Services, LLC
- Jayavardhan Kota, CFAKestra Advisory Services, LLC
- Timothy Boulanger, ChFCStrategic Family Wealth Counselors, L.L.C.
- Gene Tortorello, CFA3i Wealth Management LLC