Kaysi Gordon Financial Planning
RIAState Registered
Total AUM
$10M
Discretionary
$10M
100% of AUM
Avg account
$172K
Accounts
58
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 317872
- Website
- kaysigordon.com
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- Individuals100%
- Services
- Financial PlanningPortfolio Management for IndividualsEducational Seminars / Workshops
Firm profile
FINTRXOverview
Kaysi Gordon Financial Planning is a small, independent registered investment adviser organized as an LLC that serves individual and family clients. The firm’s primary services are financial planning and discretionary portfolio management for individuals and small businesses, supplemented by educational seminars and workshops. Compensation is a mix of asset-based fees and fixed fees. The adviser reports that it does not position itself as an ESG investor and does not operate as a multi-state or pension consultant firm.
Assets & Accounts
Public Holdings
Investments & Alternatives
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities72%
- Public Funds/Mutual Funds25%
- Cash & Cash Equivalents3%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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