Kaysi Gordon Financial Planning fees
Financial planner in Valley Stream, New York. Registered with state securities regulators.
According to its Form ADV Part 2A brochure dated January 29, 2026, Kaysi Gordon Financial Planning (Valley Stream, NY) charges an annual fee of $2,500-$8,000 for financial planning.
with up to 3 other firms
Published fees
Quoted from the firm's Form ADV Part 2A brochure, filed January 29, 2026. Fees can change.
- Annual fee
- $2,500-
$8,000/yr Runs from below the New York median of $6,875 to above it.
“Ongoing Financial Planning consists of an ongoing annual fee between $2,500 and $8,000 that is paid quarterly or semi-annually, in advance.”
Read by software from the firm's brochure. Check the brochure (PDF) (opens in new tab) before you hire.
At a glance
- Also charges a % of assets
- Yes
- Minimum
- None stated in the brochure
- Team size
- Solo practice (one employee)
How Kaysi Gordon Financial Planning bills
Payment and refund terms, quoted from the fee section of the brochure.
- “Accounts initiated during a calendar quarter will be charged a prorated fee based on the amount of time remaining in the billing period.”
- “An account ay be terminated with written notice at least 30 calendar days in advance.”
- “The fee may be negotiable in certain cases at the discretion of KGFP.”
Firm details from Form ADV
- How the firm is paid
- Flat or fixed fees, annual planning fees, and a percentage of assets under management
- Clients
- 32
- Works with
- Individuals
- Services reported to regulators
- Financial planning, portfolio management for individuals and small businesses, and educational seminars and workshops
- Assets managed
- $10 million
- Registered with
- State securities regulators
- Disciplinary disclosures
- None reported on Form ADV as of January 29, 2026
- CRD number
- 317872 (opens in new tab)
- Phone
- (718) 930-8659
Other planners in Valley Stream that publish fees
- Anglia AdvisorsValley StreamHourly $299/hr
More planners in New York that publish fees
- LexION Capital Management LPNew York CityHourly $1,000/hr
- Twelve Two Capital LLCBrooklynHourly $250-$400/hr, Flat $400-$5,000
- Clarity Investments + Planning LLCMount KiscoHourly $300/hr, Flat $600-$4,000
- Peak Wealth ManagementSaratoga SpringsHourly $250/hr, Flat $2,000-$10,000
- The Butler Group LLCNew York CityHourly up to $300/hr, Flat $750-$2,500
- Apollo Wealth Management, LLCLancasterHourly $100-$200/hr
Is something on this page wrong or out of date?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.