PlannerFees

Kej Financial Advisors fees and pricing

Financial planner in Newtown, Pennsylvania. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated September 3, 2026, Kej Financial Advisors charges $325 an hour, a flat or project fee of $2,000, and an annual fee of $2,800⁠-⁠$60,000 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed September 3, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate
$325/hr
“Retainer services are provided on either a flat fee basis or at an hourly rate of $325 per hour. 3.”
Flat or project fee
$2,000
“The minimum Project Retainer Fee is $2000.”
Annual fee
$2,800⁠-⁠$60,000/yr
“Annual fees will range from $2,800$60,000.”

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

How Kej Financial Advisors bills

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

  • “Open Retainer fees are payable quarterly or semiannually, based on client preference in advance.”
  • “This fixed Project Retainer fee provides the client the advantage of knowing the total cost of the project in advance.”

How Kej Financial Advisors’ fees compare

  • Its hourly rate of $325 is above the Pennsylvania median of $250. 72% of the 267 other Pennsylvania planners that publish an hourly rate charge less.
  • 4 of the 5 other planners in Newtown that publish an hourly rate charge less.
  • Its flat or project fee of $2,000 is below the Pennsylvania median of $3,650. 30% of the 232 other Pennsylvania planners that publish a flat or project fee charge less.
  • 2 of the 4 other planners in Newtown that publish a flat or project fee charge less.
  • Its annual fee of $2,800-$60,000 spans the Pennsylvania median of $6,000. 92% of the 74 other Pennsylvania planners that publish an annual fee charge less.
  • 2 of the 2 other planners in Newtown that publish an annual fee charge less.

About Kej Financial Advisors

“An Open Retainer provides comprehensive financial planning for a fixed fee.”
From the firm's description of its advisory business in its Form ADV brochure.
  • Solo practice: one person runs the firm, so you work directly with the planner.
  • Credentials named in the brochure: CFP®, EA, and CFA.
  • Registered as an adviser: 2008 (18 years).

Planning areas mentioned in the brochure

  • Tax planning
  • Business owners

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
39
Employees
1
Works with
Individuals and high net worth individuals
Services reported to regulators
Financial planning, portfolio management for individuals and small businesses, and other services
Assets managed
$82,257,272
Registered with
State securities regulators
Disciplinary disclosures
None reported
SEC CRD number
144759
Website
kejfinancial.com (opens in new tab)
Phone
(215) 860-3605

Can advise clients in 2 states: New Jersey, Pennsylvania

Other planners in Newtown that publish fees

Compare all 15 planners in Newtown

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.