KDT Advisors, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed June 4, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$350/hr

“The maximum hourly fee to be charged will not exceed $350.”

Flat or project fee

$10,000

“Flat fees will not exceed $10,000.”

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

How KDT Advisors, LLC bills

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

• “In some cases, our firm will agree to directly invoice.”
• “Fees are negotiable and will be deducted from client account(s).”
• “The remainder of the fee will be directly billed to the client and due within 30 days of a financial plan being delivered or consultation rendered.”

How KDT Advisors, LLC’s fees compare

• Its hourly rate of $350 is above the New Jersey median of $300. 63% of the 174 other New Jersey planners that publish an hourly rate charge less.
• 7 of the 9 other planners in Princeton that publish an hourly rate charge less.
• Its flat or project fee of $10,000 is above the New Jersey median of $5,000. 77% of the 168 other New Jersey planners that publish a flat or project fee charge less.
• 5 of the 9 other planners in Princeton that publish a flat or project fee charge less.

About KDT Advisors, LLC

• Firm size: 5 employees.
• Registered as an adviser: 2017 (9 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

31

Employees

5

Works with

Individuals, high net worth individuals, and businesses

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and portfolio management for businesses and institutions

Assets managed

$210,388,247

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

289816

Website

kdtadvisors.com (opens in new tab)

Phone

(929) 293-1270

Can advise clients in 4 states: California, New Jersey, New York, Texas

Other planners in Princeton that publish fees

• Adviso WealthPrinceton$300⁠-⁠$450/hr, $500⁠-⁠$20,000
• Halberstadt Financial Consultants IncPrinceton$345/hr
• Jantorno Financial Advisors, LLCPrinceton$250/hr, $5,000⁠-⁠$16,000
• Kubhera Enterprises LLCPrinceton$100⁠-⁠$200/hr, $500⁠-⁠$7,500
• Millstone Financial GroupPrinceton$250/hr, $1,500
• Northwest Criterion Asset Management, L.L.C.Princeton$350/hr, $1,000⁠-⁠$10,000

Compare all 19 planners in Princeton