# Ajay Kaisth

> Ajay Kaisth is a fee-only financial advisor at KAI Advisors in Princeton Jct, New Jersey, who holds the CFP, CRPC and MA credentials. Ajay charges a percentage of assets, a flat fee or retainer, hourly fees, a one-time planning fee and an ongoing planning fee (one-time plans from $2,000 and $300 an hour).

Page: https://find.wellspent.co/advisors/ajay-kaisth/
Built from public directory listings; last checked April 21, 2026.

## Facts

- **Firm:** KAI Advisors
- **Based in:** Princeton Jct, New Jersey
- **Fee model:** Percentage of assets; Flat fee or retainer; Hourly; One-time planning fee; Ongoing planning fee
- **Fees (firm's website):** one-time plans from $2,000; $300 an hour; 0.5%–1% a year of assets managed
- **Works virtually:** Yes (firm's website)
- **Assets under management (firm):** $66.0M across 310 accounts
- **Credentials:** CFP, CRPC, MA
- **Works with:** Physicians, Retirees
- **CRD:** 2538888 (https://adviserinfo.sec.gov/individual/summary/2538888)
- **SEC registration:** Investment adviser representative in NJ, NY
- **Exams passed:** Series 63 (1995), Series 65 (2005)
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** http://kaiadvisors.com

## Frequently asked questions

### Is Ajay Kaisth a fee-only financial advisor?

Yes. Ajay Kaisth is listed in the NAPFA directory (NAPFA admits only fee-only advisors). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Ajay's firm.

### How does Ajay charge for financial advice?

Ajay charges a percentage of assets, a flat fee or retainer, hourly fees, a one-time planning fee and an ongoing planning fee.

### How much does Ajay charge?

According to KAI Advisors's website, checked October 28, 2026: one-time plans from $2,000; $300 an hour; 0.5%–1% a year of assets managed.

### Does Ajay work with clients virtually?

Yes. KAI Advisors says on its website that it works with clients remotely.

### Where is Ajay Kaisth based?

Ajay Kaisth is based in Princeton Jct, New Jersey.

### What credentials does Ajay Kaisth hold?

Ajay Kaisth holds the CFP, CRPC and MA credentials.

### Is Ajay Kaisth registered with the SEC?

Yes. Ajay Kaisth is registered as an investment adviser representative in NJ and NY (CRD 2538888), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

### How much does KAI Advisors manage?

KAI Advisors reports $66.0M across 310 accounts in assets under management.

### How do I contact Ajay Kaisth?

Through Ajay's website, kaiadvisors.com.

## Sources

- NAPFA directory listing (https://www.napfa.org/find-an-advisor/firm/2515): NAPFA admits only fee-only advisors
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026
- The firm's website (https://www.kaiadvisors.com/): specialties, clients served, and fees, checked October 28, 2026

---

Source: Wellspent, the public graph of fee-only advisors (https://find.wellspent.co). No paid placement.