Firm
Kaysi Gordon Financial Planning
Valley Stream, New York
Fee-only
Kaysi Gordon Financial Planning at a glance
- One of 480 fee-only firms based in New York in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 1 employee and 32 individual clients.
- Its average account is about $172,000 (assets it manages divided by its 58 accounts).
Fee-only advisors in New York · What fee-only advisors charge in New York
Facts
| Based in | Valley Stream, New York |
|---|---|
| Website | kaysigordon.com |
| [email protected] | |
| Phone | (516) 441-7579 |
Kaysi Gordon Financial Planning 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 $1,000 |
|---|---|
| Asset-based fee | 1.25% a year on the first tier of assets |
| How it charges | Percentage of assets · One-time plans or projects · Ongoing planning fee |
In the firm's words
"The fee is $1,000 at the beginning of the engagement." source
"$0 – $500,000 1.25%" source
"Our standard advisory fee is based on the market value of the assets under management" source
"The fee is $1,000 at the beginning of the engagement." 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 · Fixed fees |
|---|---|
| Assets managed | $10 million |
| Individual clients | 32 |
| Accounts managed | 58 |
| Employees | 1 |
| Planning clients | 11-25 |
| Financial planning | Offered |
| Form ADV filed | January 29, 2026 |
| SEC record | CRD 317872 |