Firm
KAI Advisors
Princeton Jct, New Jersey
Fee-only
KAI Advisors at a glance
- One of 217 fee-only firms based in New Jersey in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 1 employee and 40 individual clients, 34 of them high net worth.
- Its average account is about $213,000 (assets it manages divided by its 310 accounts).
- Its hourly rate of $300 is in line with the New Jersey median of $300.
- It works with clients virtually as well as in person.
Fee-only advisors in New Jersey · What fee-only advisors charge in New Jersey
Facts
| Based in | Princeton Jct, New Jersey |
|---|---|
| Website | kaiadvisors.com |
| [email protected] | |
| Phone | (609) 514-1122 |
KAI Advisors fees
What the firm's own website says it charges, checked October 28, 2026. We keep a price only when the exact words stating it appear on the page.
| One-time plan | From $2,000 |
|---|---|
| Hourly | $300 an hour |
| Asset-based fee | 0.5% to 1% a year |
| How it charges | Percentage of assets · Flat fee · Hourly · One-time plans or projects · Ongoing planning fee |
In the firm's words
"Generally, the initial fee starts at $2,000 for a relatively simple financial situation." source
"Hourly work for our clients is charged at $300/hr." source
"annual fee between 0.5% and 1% based upon the client assets under management" source
"annual fee between 0.5% and 1% based upon the client assets under management" source
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Hourly · Fixed fees |
|---|---|
| Assets managed | $66 million |
| Individual clients | 6 |
| High-net-worth clients | 34 |
| Accounts managed | 310 |
| Employees | 1 |
| Planning clients | 26-50 |
| Financial planning | Offered |
| Form ADV filed | February 20, 2026 |
| SEC record | CRD 137833 |
Advisors at this firm (1)
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