Kayse Kress
DocsFP · Newington, Connecticut
Kayse Kress is a fee-only financial advisor at DocsFP in Newington, Connecticut, who holds the CFP credential. Kayse charges hourly fees, a one-time planning fee and an ongoing planning fee ($600 an hour) and focuses on physicians & residents and retirement planning.
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Specialties
Who they serve
- Physicians
Facts
| Firm | DocsFP |
|---|---|
| Based in | Newington, Connecticut |
| Fee model | Hourly · One-time planning fee · Ongoing planning fee |
| Fees (firm's website) | $600 an hour |
| Works virtually | Yes |
| Accepting new clients | Yes |
| Assets under management | $14.5M across 45 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA, CT, TX · CRD 5060633 |
| Exams passed | Series 66 (2008) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.docsfp.com |
| Profile |
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Questions about Kayse
Is Kayse Kress a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Kayse holds no broker registration, and DocsFP reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Kayse charge for financial advice?
Kayse charges hourly fees, a one-time planning fee and an ongoing planning fee.
How much does Kayse charge?
According to DocsFP's website, checked October 30, 2026: $600 an hour.
Does Kayse work with clients virtually?
Yes. DocsFP says on its website that it works with clients remotely.
Where is Kayse Kress based?
Kayse Kress is based in Newington, Connecticut.
What does Kayse specialize in?
Kayse's specialties include physicians & residents and retirement planning. Kayse works with physicians.
What credentials does Kayse Kress hold?
Kayse Kress holds the CFP credential.
Is Kayse Kress registered with the SEC?
Yes. Kayse Kress is registered as an investment adviser representative in CA, CT and TX (CRD 5060633), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does DocsFP manage?
DocsFP reports $14.5M across 45 accounts in assets under management.
How do I contact Kayse Kress?
Through Kayse's website, www.docsfp.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
- DocsFP 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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