Kaylee Johnson
Kilter Group · Webster, New York
Kaylee Johnson is a fee-only financial advisor at Kilter Group in Webster, New York. Kaylee focuses on small business owners, founders (pre-exit) and tax planning. Kilter Group reports charging a percentage of assets and fixed fees on its Form ADV.
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Specialties
Who they serve
- Founders
- High earners
- Physicians
- Tech employees
- Multi-generational families
Facts
| Firm | Kilter Group |
|---|---|
| Based in | Webster, New York |
| Fee model (firm's Form ADV) | Percentage of assets · Fixed fees |
| Accepting new clients | Yes |
| Assets under management | $277.4M across 1,085 accounts |
| SEC registration | Investment adviser representative in NY · CRD 6339929 |
| Exams passed | Series 63 (2015) · Series 65 (2026) |
| Firm size | 13 employees |
| Disclosures | None reported |
| Website | kiltergroup.com |
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Questions about Kaylee
Is Kaylee Johnson a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Kaylee holds no broker registration, and Kilter Group reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Kaylee charge for financial advice?
Kaylee's firm, Kilter Group, reports charging a percentage of assets and fixed fees on its SEC Form ADV.
Where is Kaylee Johnson based?
Kaylee Johnson is based in Webster, New York.
What does Kaylee specialize in?
Kaylee's specialties include small business owners, founders (pre-exit), tax planning and estate & legacy planning. Kaylee works with founders, high earners, physicians, tech employees and multi-generational families.
Is Kaylee Johnson registered with the SEC?
Yes. Kaylee Johnson is registered as an investment adviser representative in NY (CRD 6339929), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Kilter Group manage?
Kilter Group reports $277.4M across 1,085 accounts in assets under management.
How do I contact Kaylee Johnson?
Through Kaylee's website, kiltergroup.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Kilter Group website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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