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Kaysi Gordon Financial Planning

Updated today

Client assets under management

$10,000,332

Clients

32

0% high-net worth

Advisors

1

of 1 employees

Firm type

Independent

1 advisor

Clients per advisor

32

Typical

Average account size

$312,510

About

The firm provides discretionary portfolio management and comprehensive financial planning to individuals, high‑net‑worth clients, charitable organizations, and businesses, delivering written financial plans and both ongoing and project‑based engagements. Services cover investment management aligned to client goals as well as planning areas such as retirement, estate and tax planning, college savings, insurance review, cash flow, and business planning.

Investment implementation blends passive and active strategies and is guided by modern portfolio principles; portfolios are managed according to tailored asset‑allocation targets and reviewed on a regular basis. Financial planning engagements emphasize tailored analysis (cash flow, employee benefits, charitable giving, and risk management) with annual plan reviews and periodic follow‑up to monitor implementation.

A distinctive feature relative to many independent advisers is the firm’s offering of public educational seminars and speaking engagements, with some sessions provided pro‑bono, an uncommon service among peers. The firm’s principal holds multiple professional credentials (including CFP and CPA), reports about $10 million in discretionary AUM across roughly three dozen clients, and maintains authorship and speaking activities outside client hours.

Client services

Financial planning Portfolio management Educational seminars or workshops

Expertise

Business ownership considerations Cash flow / budgeting Charitable giving & philanthropy College savings (529s, UTMA, etc.) General estate planning guidance

Fee options

Fixed

Financial Planning fees: Ongoing Financial Planning $2,500 - $8,000 annually; Project-Based Financial Planning $2,500 - $8,500 per project; Limited Financial Planning $1,000 per two-hour session; Educational Seminars $0 - $1,000 per session.

Percentage

$0 - $500,000: 1.25% $500,001 - $1,000,000: 1.00% $1,000,001 - $3,000,000: 0.75% $3,000,001+: 0.65%

Main office location

Kaysi Gordon Financial Planning

Valley Stream NY, United States

Number of offices

1

Most active in

New York

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

Advisors at this firm

Kaysi G

CFP®, CPA

Valley Stream, NY

Kaysi Gordon Financial Planning

My name is Kaysian Gordon, Founder and Wealth Advisor of Kaysi Gordon Financial Planning - A Place Where Faith and Financial Planning Meet. I’ve been in the profession for over 20 years, but most recently have felt the call that faith should be a deeply rooted conversation when we talk about our money. I believe that money does not just impact our financial life, it affects every aspect of our life. Similarly, I believe that faith impacts everything we do and pursue. I empower you to look at your finances in a different way. To help you to plan not just for financial things, or near term goals - but to plan for the long term. Some questions I typically get asked: Can we afford to buy a home? How much should we spend or save? How much do I need to save for retirement? What will it cost for college education, while also being financially wise? Help understanding how I’m spending currently, so that I can reach my long term goals. I can help you with that. And a favorite question I help clients to think about: How will you spend your time in retirement? Also, if have successfully saved over many years and you need to understand how you can invest, while taking the appropriate risk for where you are in your life so that your assets can continue to grow over time, I can help you with that as well. I have been given the gift to make finances accessible and to speak in a language that makes it understanding and relatable. I take your hand and walk with you through the process so that you can be reminded that Rome wasn’t built overnight, but it’s through consistent actions over time, so that you can ultimately become financially independent and free.

Business ownership considerations Cash flow / budgeting Charitable giving & philanthropy College savings (529s, UTMA, etc.) General estate planning guidance African Americans/Black Christian Faith Based Gen Y/Millennials (Born 1980-1995)
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