JayKay Wealth Advisors, Inc.

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Client assets under management

$165,388,931

Clients

139

63% high-net worth

Advisors

of 6 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

Typical

Average account size

$1,189,848

About

JayKay Wealth Advisors serves individual and high‑net‑worth clients as well as retirement plan sponsors and charitable organizations, providing ongoing portfolio management, financial planning, and a range of retirement plan consulting services. The firm also arranges access to third‑party money managers and unified managed account wrap programs.

JKWAI typically manages client accounts on a discretionary, long‑term basis using modern portfolio theory and model portfolios, with regular monitoring and periodic rebalancing implemented through platforms such as SEI’s Asset Management Program and LPL’s Model Wealth Portfolios (MWP). Clients may enroll in wrap‑fee arrangements that bundle advisory, trade execution, custody, and reporting, and the firm applies household aggregation when determining fee bands.

Several features distinguish the firm from many peers: some of its advisors are registered representatives of a broker‑dealer and are licensed insurance agents, and the firm discloses participation in commissionable product and insurance sales as a potential conflict of interest. It also operates wrap fee programs, offers impersonal educational seminars/workshops at no charge, and combines a firmwide $1 million advisory minimum with access to LPL model portfolios that accept much smaller minimums, creating an atypical range of client entry points.

Client services

Financial planning Portfolio management Educational seminars or workshops

Expertise

Wealth management Retirement plans for business owners (SEP, solo 401k) Annuities College savings (529s, UTMA, etc.)

Fee options

Fixed

Fixed financial planning fees range from $1,500 to $100,000, negotiable.

Percentage

$0 - $500,000: 1.50% $500,001 - $1,000,000: 1.20% $1,000,001 - $3,000,000: 1.00% $3,000,001 - $5,000,000: 0.80% $5,000,001 - $7,000,000: 0.70% $7,000,001 - $10,000,000: 0.60% $10,000,001 - $15,000,000: 0.55% $15,000,001 - $20,000,000: 0.50% $20,000,001 - $25,000,000: 0.45% $25,000,001 - $30,000,000: 0.40% $30,000,001+: 0.35%

Commissions

Registered representatives receive commissions for sale of securities and insurance products; commissions are not primary source of income.

Project-based

Hourly financial planning rate is $250 per hour, negotiable.

Other

Account minimum: $1,000,000 Minimum fee: Minimum fixed fee for financial planning services is $1,500; minimum hourly fee is $250 per hour. Fee-only: Financial planning fees charged on fixed fee basis between $1,500 and $100,000; hourly fees $250 per hour.

Main office location

JayKay Wealth Advisors, Inc.

6200 Savoy Dr., #300

Houston TX 77036, United States

Number of offices

Most active in

Louisiana · Texas

Disclosures

Business activities & affiliations

Is active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Is not active or affiliated with:

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

LinkedIn Facebook Website 713-780-4575

Advisors at this firm

Anasuya M

CFP®, Series 66

Houston, TX

JayKay Wealth Advisors, Inc.

Anasuya Meyer is a CFP® and holds a Series 66 license with 11 years of industry experience. She has been with JayKay Wealth Advisors, Inc. since 2015 and also maintains an affiliation with LPL Financial. JayKay Wealth Advisors serves individual and high-net-worth clients, charitable organizations, and retirement plan sponsors by providing portfolio management, financial planning, and retirement plan consulting. The firm employs a long-term investment approach based on modern portfolio theory and offers discretionary account management along with ERISA-focused fiduciary consulting for retirement plans.

Wealth management Retirement plans for business owners (SEP, solo 401k) Annuities College savings (529s, UTMA, etc.)

Daniel D

CFP®, Series 63, Series 66

Houston, TX

JayKay Wealth Advisors, Inc.

Daniel Duckett is a CFP® certificant with 10 years of industry experience. He currently works at JayKay Wealth Advisors, Inc. and has prior experience with Motley Fool Wealth Management and Fidelity, where he spent seven years. JayKay Wealth Advisors serves individual and high-net-worth clients, charitable organizations, and retirement plan sponsors, offering portfolio management, financial planning, and retirement plan consulting. The firm employs a long-term investment approach based on modern portfolio theory and provides ERISA-focused fiduciary consulting for retirement plans.

Wealth management Retirement plans for business owners (SEP, solo 401k) Annuities College savings (529s, UTMA, etc.)

Jayanth K

CFP®, Series 63, Series 65

Houston, TX

JayKay Wealth Advisors, Inc.

Jayanth Kabad is a CFP® professional with 39 years of experience in the financial services industry. He is affiliated with JayKay Wealth Advisors, Inc. and has worked with LPL Financial LLC since 2008. Kabad is a board member of the Jayanth and Kanchan Kabad Private Foundation, a nonprofit organization he established in 2014, and is also writing a book of memoirs. JayKay Wealth Advisors serves individual and high-net-worth clients, charitable organizations, and retirement plan sponsors by providing portfolio management, financial planning, and retirement plan consulting. The firm employs a long-term investment approach based on modern portfolio theory and offers discretionary management through direct and third-party platforms.

Wealth management Retirement plans for business owners (SEP, solo 401k) Annuities College savings (529s, UTMA, etc.)

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