KEJ Financial Advisors
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$82,257,272
Clients
39
90% 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
39
HighAverage account size
$2,109,161
About
KEJ Financial Advisors provides fee-only financial planning and investment advisory services to middle- and upper-income individuals and families. The firm’s brochure describes a comprehensive offering that includes tax preparation and planning, estate plan review, retirement and small-business planning, portfolio analysis and implementation, delivered through open-retainer, project, and hourly arrangements.
The adviser structures portfolios around clients’ tax situations, risk tolerance and personal goals and generally recommends no-load mutual funds. KEJ reports that it maintains primarily non-discretionary management — disclosing $58,298,498 in non-discretionary assets under management — and executes transactions only at a client’s direction when authorized.
Distinctive features in the brochure include a retainer-based fee model composed of base, income and net-worth components rather than a standard percentage-of-AUM fee, plus separate project and hourly options for limited engagements. The firm is a solo practice led by an adviser who holds the CFA, CFP and Enrolled Agent credentials and is affiliated with the Alliance of Comprehensive Planners and NAPFA, reflecting a focus on fee-only comprehensive planning.
Client services
Financial planning
Portfolio management
Tax preparation services
Expertise
General tax planning
Business ownership considerations
Fee options
Project Retainer may be flat fee; minimum Project Retainer fee is $1,000; Financial Fitness Review flat fee is $950.
$1 - $49,999: $250 fee $50,000 - $99,999: $950 fee $100,000 - $299,999: $1,600 fee $300,000 - $449,999: $4,000 fee $450,000 - $719,999: $5,000 fee $720,000 - $1,079,999: $6,500 fee $1,080,000 - $1,349,999: $8,500 fee $1,350,000 - $1,799,999: $10,000 fee $1,800,000 - $2,899,999: $12,000 fee $2,900,000 - $4,499,999: $16,000 fee $4,500,000 - $6,499,999: $22,500 fee $6,500,000 - $8,499,000: $25,000 fee $8,500,000 - $10,000,000: $30,000 fee $10,000,000 - $11,500,000: $35,000 fee $11,500,000+: $40,000 fee
$275 per hour for Project Retainer (if hourly) and Project Work.
Minimum fee: Annual fees for Open Retainer range from $2,800 to $40,000. Fee-only: Open Retainer: Annual fees from $2,800 to $40,000; Project Retainer: minimum $1,000 fixed fee or $275/hour; Financial Fitness Review: $950; Project Work: $275/hour.
Main office location
KEJ Financial Advisors
Newtown PA, United States
Number of offices
1
Most active in
KEJ Financial Advisors has reported serving >5 clients in these states in the last 12 months.
New Jersey · Pennsylvania
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:
-
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
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