Docsfp fees and pricing

Financial planner in Newington, Connecticut. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated March 5, 2026, Docsfp charges $600 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 5, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate: $600/hr; “Financial Planning engagements are offered at an hourly rate of $600 per hour.”

Payment and refund terms, quoted from the fee section of the brochure.

“The fee is negotiable and will be due quarterly, paid in arrears, for ongoing hourly engagements, or at the completion of the engagement.”
“Fees may be paid by electronic funds transfer or check.”

Its hourly rate of $600 is above the Connecticut median of $300. 97% of the 103 other Connecticut planners that publish an hourly rate charge less.
It doesn't charge a percentage of the assets it manages, so its fee won't grow with your portfolio.

Principal: Kayse Kress
Solo practice: one person runs the firm, so you work directly with the planner.
Credentials named in the brochure: CFP®.
Founded: 2021 (5 years).

How the firm is paid: Hourly fees
Charges a % of assets: No
Clients: 33
Employees: 1
Works with: Individuals and high net worth individuals
Services reported to regulators: Financial planning and portfolio management for individuals and small businesses
Assets managed: $14,507,427
Registered with: State securities regulators
Disciplinary disclosures: None reported
SEC CRD number: 318460
Website: docsfp.com (opens in new tab)
Phone: (860) 301-3490

Can advise clients in 2 states: California, Connecticut

Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.