Kai Advisors fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed February 20, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$2,000⁠-⁠$15,000

“KAI Advisors’ written financial plan fees generally range from $2,000 - $15,000 on a fixed fee basis, and depend upon the complexity and scope of the services required.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Kai Advisors bills

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

• “Clients may elect to be invoiced directly for fees or to authorize KAI Advisors to directly debit fees from their accounts.”
• “If a client cancels, any prepaid, unearned fees will be promptly refunded, and any earned, unpaid fees will be due and payable.”
• “On-going financial planning fees are charged to the client based on the complexity and scope of services provided, and are billed to the client in arrears at the end of each quarter.”

How Kai Advisors’ fees compare

• Its flat or project fee of $2,000-$15,000 spans the New Jersey median of $5,000. 73% of the 168 other New Jersey planners that publish a flat or project fee charge less.

About Kai Advisors

• Solo practice: one person runs the firm, so you work directly with the planner.
• Credentials named in the brochure: CFP®.
• Registered as an adviser: 2010 (16 years).

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1% a year

Clients

40

Employees

1

Works with

Individuals, high net worth individuals, and pension and profit sharing plans

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and pension consulting

Assets managed

$66,009,810

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

137833

Website

kaiadvisors.com (opens in new tab)

Phone

(609) 514-1122

Can advise clients in 2 states: New Jersey, New York

Other planners in New Jersey that publish fees

• 3I Wealth Management LLCFairfield$1,500, $2,500/yr
• A.m. Perricone LLCShamong$20,000
• Able Wealth Management LLCToms River$250⁠-⁠$500/hr, $2,500⁠-⁠$100,000
• Access WealthEast Hanover$8,000⁠-⁠$18,000/yr
• Adviso WealthPrinceton$300⁠-⁠$450/hr, $500⁠-⁠$20,000
• Ahara AdvisorsJersey City$1,000/hr

Compare all 417 planners in New Jersey