# Kaysi Gordon

> Kaysi Gordon is a fee-only financial advisor at Kaysi Gordon Financial Planning in Valley Stream, New York, who holds the CFP, CPA and MBA credentials. Kaysi charges a percentage of assets, a one-time planning fee and an ongoing planning fee (one-time plans from $1,000 and 1.25% a year on the first tier of assets managed) and focuses on retirement planning, tax planning and estate & legacy planning.

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

## Facts

- **Firm:** Kaysi Gordon Financial Planning
- **Based in:** Valley Stream, New York
- **Fee model:** Percentage of assets; One-time planning fee; Ongoing planning fee
- **Fees (firm's website):** one-time plans from $1,000; 1.25% a year on the first tier of assets managed
- **Assets under management (firm):** $10.0M across 58 accounts
- **Credentials:** CFP, CPA, MBA
- **Specialties:** Retirement planning, Tax planning, Estate & legacy planning, Divorce financial planning
- **Works with:** Retirees, Pre-retirees, Early-career professionals, Mid-life transitions, Divorced individuals
- **CRD:** 4958872 (https://adviserinfo.sec.gov/individual/summary/4958872)
- **SEC registration:** Investment adviser representative in NY
- **Exams passed:** Series 66 (2005)
- **Firm size:** 1 employee
- **Disclosures:** None reported
- **Website:** https://kaysigordon.com

## Frequently asked questions

### Is Kaysi Gordon a fee-only financial advisor?

Yes. Kaysi Gordon is listed in the XY Planning Network directory (XYPN members are fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Kaysi's firm.

### How does Kaysi charge for financial advice?

Kaysi charges a percentage of assets, a one-time planning fee and an ongoing planning fee.

### How much does Kaysi charge?

According to Kaysi Gordon Financial Planning's website, checked October 28, 2026: one-time plans from $1,000; 1.25% a year on the first tier of assets managed.

### Where is Kaysi Gordon based?

Kaysi Gordon is based in Valley Stream, New York.

### What does Kaysi specialize in?

Kaysi's specialties include retirement planning, tax planning, estate & legacy planning and divorce financial planning. Kaysi works with retirees, pre-retirees, early-career professionals, mid-life transitions and divorced individuals.

### What credentials does Kaysi Gordon hold?

Kaysi Gordon holds the CFP, CPA and MBA credentials.

### Is Kaysi Gordon registered with the SEC?

Yes. Kaysi Gordon is registered as an investment adviser representative in NY (CRD 4958872), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.

### How much does Kaysi Gordon Financial Planning manage?

Kaysi Gordon Financial Planning reports $10.0M across 58 accounts in assets under management.

### How do I contact Kaysi Gordon?

Through Kaysi's website, kaysigordon.com.

## Sources

- XY Planning Network directory listing (https://www.xyplanningnetwork.com/find-an-advisor/kaysi-gordon-10311): XYPN members are fee-only
- SEC Investment Adviser Public Disclosure and Form ADV: registration, exams, and firm facts, data as of October 27, 2026
- The firm's website (https://kaysigordon.com/): specialties, clients served, and fees, checked October 28, 2026

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