Kaysi Gordon
Kaysi Gordon Financial Planning · Valley Stream, New York
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.
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Specialties
Who they serve
- Retirees
- Pre-retirees
- Early-career professionals
- Mid-life transitions
- Divorced individuals
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 | $10.0M across 58 accounts |
| Credentials | CFP · CPA · MBA |
| SEC registration | Investment adviser representative in NY · CRD 4958872 |
| Exams passed | Series 66 (2005) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | kaysigordon.com |
| Profile |
How Kaysi's firm compares
- A one-time plan starts at $1,000, below the New York median of $2,500 for fee-only firms that publish prices.
- Kaysi Gordon Financial Planning's average account is about $172,000, from its Form ADV (assets managed divided by 58 accounts).
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Questions about Kaysi
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.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- XY Planning Network directory listing : XYPN members are fee-only
- Kaysi Gordon Financial Planning 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.
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