Kaysi Gordon Financial Planning
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • 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
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
32
TypicalAverage 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
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.
$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
Kaysi Gordon Financial Planning has reported serving >5 clients in these states in the last 12 months.
New York
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
Advisors at this firm
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