Ajay Kaisth
KAI Advisors · Princeton Jct, New Jersey
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).
Request an introduction to Ajay →
Who they serve
- Physicians
- Retirees
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 |
| Assets under management | $66.0M across 310 accounts |
| Credentials | CFP · CRPC · MA |
| SEC registration | Investment adviser representative in NJ, NY · CRD 2538888 |
| Exams passed | Series 63 (1995) · Series 65 (2005) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | kaiadvisors.com |
How Ajay's firm compares
- A one-time plan starts at $2,000, below the New Jersey median of $2,500 for fee-only firms that publish prices.
- The hourly rate is $300, in line with the New Jersey median of $300 for fee-only firms that publish prices.
- KAI Advisors's average account is about $213,000, from its Form ADV (assets managed divided by 310 accounts).
Request an introduction to Ajay
Tell Ajay a little about what you're looking for. Ajay isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Ajay
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in New Jersey
Where this information comes from
- NAPFA directory listing : NAPFA admits only fee-only advisors
- KAI Advisors website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
See something wrong? Request a correction. Read our methodology.